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Identifying Hidden Fees in Your Portfolio
Manage episode 446310613 series 3561331
Innhold levert av Impact Partnership and Frankie Guida. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and Frankie Guida eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/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.
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