SOUND INVESTING PODCAST

11/20/2024

https://anchor.fm/s/10bb8090/podcast/play/94710114/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-10-20%2F64675716-5a4d-d4c2-8f57-d053f73ba630.mp3 Paul Merriman
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Show Notes

About This Episode

00:15:59 Who is M1 for?00:19:42 What's next?

00:22:44 Is M1 a robo-advisor?

00:25:36 M1 Pies

00:29:38 Pies vs. TDFs00:34:32 Tax Efficiency

00:35:46 How safe is M1?

00:41:13 Fixed trade windows

00:48:07 Crossing orders

00:49:22 Competitive rates

00:51:29 Which ETFs?

00:53:19 Fees?

00:57:07 Multi-account rebalancing?

00:58:31 Entrepreneur's experienceDisclaimers:Content is not intended to provide personal tax or financial advice.
This information is intended to be used and must be used for information purposes only.
M1 is a technology company offering a range of
financial products and services. “M1” refers to
M1 Holdings Inc., and its wholly-owned, separate
affiliates M1 Finance LLC, M1 Spend LLC, and
M1 Digital LLC.
Related to M1 Spend:
For informational purposes only and not a trade
recommendation. All product and company names
are trademarks or registered trademarks of their
respective holders. Use of them does not imply any
affiliation with or endorsement by them.

/interview-with-brian-barnes-founder-and-ceo-of-m1-finance