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Identifying Hidden Fees in Your Portfolio

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Manage episode 446310613 series 3561331
Content provided by Impact Partnership and Frankie Guida. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Frankie Guida 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.

Frank and Frankie discuss the importance of identifying hidden fees in investment portfolios and how these fees can significantly impact retirement savings. They share case studies demonstrating how clients have saved substantial amounts by analyzing their fees and adjusting their portfolios.

The discussion also emphasizes the importance of risk management in retirement planning.

Connect with the team at A Better Way Financial to get a second opinion on your retirement plan today!

CLICK HERE to register for one of our upcoming Win, Lose, or Draw - How the Election Could Impact Your Retirement.

Read our book! Amazon Best Seller, The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

See omnystudio.com/listener for privacy information.

  continue reading

195 episodes

Artwork
iconShare
 
Manage episode 446310613 series 3561331
Content provided by Impact Partnership and Frankie Guida. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Frankie Guida 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.

Frank and Frankie discuss the importance of identifying hidden fees in investment portfolios and how these fees can significantly impact retirement savings. They share case studies demonstrating how clients have saved substantial amounts by analyzing their fees and adjusting their portfolios.

The discussion also emphasizes the importance of risk management in retirement planning.

Connect with the team at A Better Way Financial to get a second opinion on your retirement plan today!

CLICK HERE to register for one of our upcoming Win, Lose, or Draw - How the Election Could Impact Your Retirement.

Read our book! Amazon Best Seller, The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

See omnystudio.com/listener for privacy information.

  continue reading

195 episodes

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