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Breaking Up With My Financial Advisor?

Breaking Up With My Financial Advisor?

FromTwo Sides of FI


Breaking Up With My Financial Advisor?

FromTwo Sides of FI

ratings:
Length:
38 minutes
Released:
Apr 10, 2022
Format:
Podcast episode

Description

Did you know that financial advisor fees can eat up HALF of your portfolio's value over time? While happy with the good support and great relationship he had with them, Jason was thinking about leaving his financial planners late last year. In this episode, we capture a conversation Eric + Jason had on this topic, as they discussed the merits and downsides of paying assets under management (AUM) fees. Topics covered in this episode include why he stuck with them over the years, the value advisors can bring, more cost-effective options for financial advice, and how Jason is making his decision. Get the facts and make the right choice for yourself!

Show notes: https://twosidesoffi.com/advisors
Released:
Apr 10, 2022
Format:
Podcast episode

Titles in the series (80)

Two lifelong friends document and share their personal journey as they seek to become financially independent and retire early (FIRE). One achieves his FIRE goal in 2020 during a global pandemic, inspiring the other to play catch-up. Whether you are new to the FIRE movement, already on your FIRE journey, or have retired early, there’s something here for you. Go beyond the numbers and get the personal stories as experienced by Eric and Jason.