The Long Game: Target Date Funds

Join Brent Schafer and Tyler Pearson, certified financial planners™ at HFG Trust, in this episode of The Long Game as they discuss the ins and outs of target date funds. Learn about what target date funds are, their gradual portfolio changes, and the advantages they offer for 'set it and forget it' investors. Brent and Tyler also highlight some drawbacks, particularly the lack of customization and a fixed allocation strategy, explaining why a more tailored approach might be necessary as you near retirement.

00:39 Topic Introduction: Target Date Funds
01:15 Understanding Target Date Funds
03:53 Pros and Cons of Target Date Funds
05:40 Customizing Your Retirement Plan
08:33 Final Thoughts and Summary

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If you have any questions about this video, you can leave us a comment or contact Brent or Tyler directly at the contacts listed below:

Brent Schafer, CFP® R. Tyler Pearson, CFP®
Financial Advisor, HFG Trust Financial Advisor, HFG Trust
Phone: (509) 416-5520 Phone: (509) 572-9263
Email: [email protected] Email: [email protected]

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