It looks like he has quite a few investment books that seem like they'd overlap (smartest investment..., smartest retirement..., smartest money..., smartest portfolio..., smartest 401k...). You get the idea. I was just wondering if they were indeed all that unique from one another or if the same content was repackaged for each book. My local library (I stopped buying books 15 years ago when I gave away more than enough books to start a small library) has the 401k book on the shelf, but there's a waiting list for the investment book. So now we wait...

It's been over a decade since I bought my copy. I can't remember if I read a second one of his books. My recolletcion was that there was a lot of overlap.

The video goes into his basic advice. Asset allocation and quit chasng the 'hot' recommendations in magazines. It was funny reading the book and the 'hot' picks...he mentioned mutual fund after mutuatl fund...that I'd bought based on the recommendations of the magazines and talking heads. He talked about who it was a fools game.....I recognized that his advice hit home! ;-)

I love "The Only Investment Guide You'll Ever Need" by Andrew Tobias. He's updated it through the years. Easy to understand and you can reference any info if you buy the book. I also got it online for free from the library. He also has recommended funds to buy and just sit on until you need to retire.

Maybe I’m just missing it, but what are the fees (if any) for brokerage link? I know it can vary wildly company to company depending on the plan administrator. I have used Fidelity for years on the personal and HSA side, but set up NetBenefits a few weeks ago in class and was taken aback a bit by how the options were just “large cap” “large cap growth” “stable value” etc and various target dates.

I know I can see performance and fees when I tap on them all, but I do miss what I had in old plans (like Schwab from previous job) or the regular side of Fidelity, when it was all specific funds ie FXAIX. Not just generic “large cap growth” that I can’t really research.

Anyway long story short, considering setting up a self directed and maybe I’m missing it, but I can’t find if we have a fee or commission for brokerage link trades. Must be overlooking something obvious. Also is there any way to set up an auto invest via brokerage link? Or do you have to go in every 2 weeks and purchase funds? Thanks

There’s fees for options, but they’re reasonable. No trade fees. If you’re buying an ETF or something, those have fees baked in.

Call fidelity. They can answer all these questions. It's easy, they're very helpful and speak English as their first language.