The Cost of Investing

The Cost of Investing

In today’s episode, we take a closer look at the various costs of investing. Some costs are internal, some hidden and sometimes there is even the claim of no-cost (not true!) investing.  Join Margaret Wittkopp and Jim Rosetti in their discussion of fees, commissions and expenses of investing.


(1:35) Selling financial products vs educating about financial services.

(4:05) Are you paying reasonable costs on your portfolio?

(7:39) Margie’s ‘aha’ moment moving from adviser to coach

(13:00) Cost of missing out on returns

(18:50) Overcoming greed in the financial industry

(14:45) Viewing money as a tool

(21:00) Finding a new way to invest, creating your American Dream (Event link)

(23:20) Empowered Investor Series – Zoom presentations (Calendar link)

(23:25) Wall Street Bullies vs Fiduciaries


Key Links:

Veritas Financial Services, LLC Website: