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
Veritas Financial Services, LLC Website: http://veritasinvesting.com/