Listen "Breaking Up With My Financial Advisor?"
Episode Synopsis
Did you know that financial advisor fees can eat up HALF of your portfolio's value over time? While happy with the good support and great relationship he had with them, Jason was thinking about leaving his financial planners late last year. In this episode, we capture a conversation Eric + Jason had on this topic, as they discussed the merits and downsides of paying assets under management (AUM) fees. Topics covered in this episode include why he stuck with them over the years, the value advisors can bring, more cost-effective options for financial advice, and how Jason is making his decision. Get the facts and make the right choice for yourself!
Show notes: https://twosidesoffi.com/advisors
Show notes: https://twosidesoffi.com/advisors
More episodes of the podcast Two Sides of FI
Is This Goodbye?
21/09/2025
From Divorce to Financial Freedom: FI at 45
17/08/2025
Am I Doing Retirement Wrong?
13/07/2025
How Much Can You Really Spend in Retirement?
29/06/2025
Our Biggest Fears About Early Retirement
01/06/2025
2025 Market Chaos Blowing up our FIRE Plans?
04/05/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.