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No Free Lunch - Know Your Fees
Manage episode 435038137 series 2910154
محتوای ارائه شده توسط Mike Morton, CFP®, RLP®, ChFC® and Mike Morton. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Mike Morton, CFP®, RLP®, ChFC® and Mike Morton یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.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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