• What is an Exchange Fund (and Should You Ever Join One)?

  • Aug 29 2024
  • Length: 27 mins
  • Podcast

What is an Exchange Fund (and Should You Ever Join One)?

Listen for free

View show details

  • Summary

  • Should you join an exchange fund? Can they really minimize taxes? What are the potential downsides? What are your other options? Do we recommend them?

    Join us as we talk through the pros and cons of exchange funds, plus a few alternatives that could provide added protection without all the complexity.

    Ready to learn more?

    • Scott Frank on LinkedIn
    • Stone Steps Financial
    • Meg Bartelt on LinkedIn
    • Flow Financial Planning

    Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial or Flow Financial Planning.

    Show More Show Less
Show More Show Less

What listeners say about What is an Exchange Fund (and Should You Ever Join One)?

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.