『#25 - What Are You Really Paying For?』のカバーアート

#25 - What Are You Really Paying For?

#25 - What Are You Really Paying For?

無料で聴く

ポッドキャストの詳細を見る

このコンテンツについて

In this episode of Her Money Revolution, Angela Brooks, CFP®, brings transparency to an area that quietly costs investors thousands: mutual fund share classes.

Angela explains the different types of mutual fund shares — Class A, B, C, and institutional shares — and how each structure impacts the fees you pay, often without you even realizing it. Through real-world client examples, Angela highlights the hidden costs built into many investment portfolios and empowers individuals with the right questions to ask their advisors.

If you're serious about protecting and growing your wealth with full transparency, this episode provides the essential knowledge you need to take control of your financial future.

Episode Highlights:

  • What mutual fund share classes are — and why they directly affect your investment returns
  • The key differences between Class A, B, C, and institutional shares
  • How hidden fees and trailing commissions are structured — and what they mean for your portfolio
  • Why even high-net-worth investors can unknowingly be subject to costly structures
  • The long-term benefits of working with a fee-based advisor focused on transparency
  • Critical questions to ask your current advisor to uncover hidden costs
  • How to ensure your investments are aligned with your financial goals, not commission structures


Connect with Angela:

Website: https://hermoneyrevolution.com/

Instagram: https://www.instagram.com/hermoneyrevolution/

Facebook: https://www.facebook.com/profile.php?id=61561348149519

Financial Resources: https://hermoneyrevolution.com/resources


#25 - What Are You Really Paying For?に寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。