Breaking Up with Advisors
Aun has reached a comfortable investment strategy with low-cost index funds but is questioning the necessity of ongoing financial advice. Many investors may not realize the fees they are paying; it's crucial to know that fees should ideally be under 0.15%. The emotional complexity of parting ways with a long-time advisor, even one with high fees, can be challenging, as illustrated by Laura's experience with her family advisor.In this clip
From this podcast
Life Kit
Should You Pay For Financial Advice?
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