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Simplifying your Portfolio and Firing your Advisor

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Manage episode 491724715 series 3674734
Content provided by Kristen Wonch. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kristen Wonch or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Most women think they need an advisor to manage their portfolio.

Advisors often cost you more than they earn and the complexity they create is by design.

In this episode, I break down why your portfolio might feel confusing right now, how to simplify it in hours (not months), and how firing your advisor could unlock hundreds of thousands of dollars in future wealth.

I walk you through real client case studies and show you how a few small changes can completely shift your retirement numbers so the math actually math’s.

Tune in to learn:

  • How simplifying your portfolio could save you over $660K in fees
  • What ETFs are, and why they outperform most high-fee advisor-managed funds
  • Why your retirement plan probably doesn’t add up and how to fix it in minutes
  • A shortbread cookie analogy you’ll never forget (yes, seriously)
  • Real numbers from women who added 800K+ to their portfolio with one shift

🚀 FREE INVESTING TRAINING INVESTOR SECRETS REVEALED:

The Truth Your Financial Advisor Doesn't Want You To KnowAccess the training immediately here:

https://bit.ly/free-investing-training

Instagram - https://www.instagram.com/kristenwonch.xox/
Facebook - https://www.facebook.com/kristenwonch
🚀 FREE INVESTING TRAINING INVESTOR SECRETS REVEALED:
The Truth Your Financial Advisor Doesn't Want You To Know
Access the training immediately here: https://bit.ly/43Efb7U

💰 WORK WITH ME:
🚀 The 7 Figure Portfolio: a 6 week accelerator to 3X your returns, optimize your portfolio + build a high performing portfolio on track for 7 and 8 figures. DM me on IG '7-FIG'

https://www.instagram.com/kristenwonch.xox/

💰Join the Compounding Queens Secret Telegram here: https://t.me/compoundingqueens

  continue reading

171 episodes

Artwork
iconShare
 
Manage episode 491724715 series 3674734
Content provided by Kristen Wonch. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kristen Wonch or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Most women think they need an advisor to manage their portfolio.

Advisors often cost you more than they earn and the complexity they create is by design.

In this episode, I break down why your portfolio might feel confusing right now, how to simplify it in hours (not months), and how firing your advisor could unlock hundreds of thousands of dollars in future wealth.

I walk you through real client case studies and show you how a few small changes can completely shift your retirement numbers so the math actually math’s.

Tune in to learn:

  • How simplifying your portfolio could save you over $660K in fees
  • What ETFs are, and why they outperform most high-fee advisor-managed funds
  • Why your retirement plan probably doesn’t add up and how to fix it in minutes
  • A shortbread cookie analogy you’ll never forget (yes, seriously)
  • Real numbers from women who added 800K+ to their portfolio with one shift

🚀 FREE INVESTING TRAINING INVESTOR SECRETS REVEALED:

The Truth Your Financial Advisor Doesn't Want You To KnowAccess the training immediately here:

https://bit.ly/free-investing-training

Instagram - https://www.instagram.com/kristenwonch.xox/
Facebook - https://www.facebook.com/kristenwonch
🚀 FREE INVESTING TRAINING INVESTOR SECRETS REVEALED:
The Truth Your Financial Advisor Doesn't Want You To Know
Access the training immediately here: https://bit.ly/43Efb7U

💰 WORK WITH ME:
🚀 The 7 Figure Portfolio: a 6 week accelerator to 3X your returns, optimize your portfolio + build a high performing portfolio on track for 7 and 8 figures. DM me on IG '7-FIG'

https://www.instagram.com/kristenwonch.xox/

💰Join the Compounding Queens Secret Telegram here: https://t.me/compoundingqueens

  continue reading

171 episodes

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