『"Should I Fire My $50K-a-Year Financial Advisor?"』のカバーアート

"Should I Fire My $50K-a-Year Financial Advisor?"

"Should I Fire My $50K-a-Year Financial Advisor?"

無料で聴く

ポッドキャストの詳細を見る

【Amazonプライム会員限定】今ならプレミアムプランが4か月 月額99円。

10月19日まで。※適用条件あり
In this AMA, Jean sits down with Anne — a 57-year-old retiree, self-taught investor, and self-described "super saver" — who's questioning whether her advisor's 60-basis-point fee (upwards of $50,000 a year) is still worth it now that she's retired, debt-free, and increasingly comfortable managing her own portfolio. They talk: The real difference between a pre-retirement growth plan and a post-retirement income plan Why getting your advisor, accountant, and estate planner talking to each other matters How to "shop around" for an advisor without necessarily planning to leave the one you have Thanks to all of you, The Forever Paycheck hit the New York Times Best Seller list. Leave us a review on Amazon and send a screenshot to mailbag@hermoney.com⁠ to be entered to win a signed copy. Learn more about your ad choices. Visit megaphone.fm/adchoices
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません