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PodcastPlanned SolutionsOctober 8, 2026

Are You Overpaying for Mutual Funds? Plus: CalPERS Retirement & The California Billionaire Tax

Mutual fund share class costs and how to compare them, California's proposed one-time billionaire wealth tax (Prop 40) and its risks, understanding CalPERS pension benefits, and an office update on a business planning session.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.