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No Free Lunch - Know Your Fees
Manage episode 435038137 series 2910154
Innhold levert av Mike Morton, CFP®, RLP®, ChFC® and Mike Morton. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Mike Morton, CFP®, RLP®, ChFC® and Mike Morton 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.
In this episode, Matt Robison and Mike Morton dive into the world of investment fees and the truth behind the "no free lunch" adage. They explore how Wall Street packages seemingly attractive investment products with hidden fees that can erode returns. From Health Savings Accounts (HSAs) with unexpected management fees to interval funds with layers of costs, we break down why fees are the number one predictor of returns. Using real-life examples, we emphasize the importance of keeping investments simple and staying vigilant about fees—because there’s always a cost, even with the "best" deals.
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Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/
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