Paul and Chris interview M1 Finance's CEO, Brian Barnes, and ask several listener questions.
This is the follow-up to their previous M1 Finance 2024 update podcast) and YouTube video).
They start by asking Brian how and why he created the company. That's followed by a wide-ranging conversation that includes some interesting surprises, like Chris's realization that using M1's target-date pies instead of traditional target-date funds can result in some real tax efficiency.
Here's the topic list with time codes.
00:00:00 Intro
00:08:12 M1 Genesis
00:12:51 Partial-Share ETF Trading
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 offinancial products and services. “M1” refers toM1 Holdings Inc., and its wholly-owned, separateaffiliates M1 Finance LLC, M1 Spend LLC, andM1 Digital LLC.Related to M1 Spend:For informational purposes only and not a traderecommendation. All product and company namesare trademarks or registered trademarks of theirrespective holders. Use of them does not imply anyaffiliation with or endorsement by them.
