Financial Fees - Getting to the Bottom Line

When it comes to managing your finances and planning for retirement, one of the most dreaded topics is fees. Whether you're investing in mutual funds or working with a financial advisor, fees are an inevitable part of the process. In this episode, Phil takes a deep dive into the world of financial fees, breaking down their types and explaining their impact on your investments.

 

Here’s some of what we discuss in this episode:

0:00 – Intro

1:12 – Investment vehicle fees and advisor fees

3:05 – Considering net of fees

5:34 – Advisor fees and the value they bring

10:08 – Considering factors beyond fees

 

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