200. Financial Fees Explained: Navigating the Costs of Investment Advice
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200. Financial Fees Explained: Navigating the Costs of Investment Advice
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This episode of CFO at Home is Part 2 of Vince’s conversation with Certified Financial Planner Filip Telibassa. This time, Filip and Vince tackle the topic of investment fees; the significant impact that fees can have on long-term investment returns, and the importance of understanding the different fee structures associated with financial advice. They also discuss the trend of lower-cost investment options like ETFs and index funds. For more from Filip, visit his website BenzinaWealth.com
Key Topics:
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Understanding the impact of investment fees on long-term returns
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The difference between fee-only and fee-based financial advisors
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The advantages of a flat fee structure over asset under management fees
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The importance of unbiased fund selection for clients
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Trends in investment options: ETFs and index funds
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How to evaluate financial advisors and their fee structures
Key Links:
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Benzina Wealth
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https://www.linkedin.com/in/filiptelibasa/
Contact the Host - vince@thecfoathome.com
Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500