Let’s talk about the fees involved with investing your money, even those pesky hidden ones.

Ryan Poterack is discussing the importance of understanding fees in investments and how they impact returns. Ryan emphasizes the significance of value over cost, highlighting that fees should be equated to the value and services provided. 

The discussion explores the various types of fees, including visible ones like advisory fees and expense ratios, and hidden costs like trading fees and turnover expenses.

Episode discussion points include:

• The various fees in financial management & related fees to the value provided by advisors
• Behavioral coaching helping people make informed, rational decisions amid market uncertainties and emotional triggers
• The benefits of seeking professional help & the value of time, desire, and knowledge that a wealth manager can provide to enhance investment strategies
• Why fees are not necessarily small and how they can impact investment returns significantly
• And more

Resources:

• “Making it Count: Life Isn’t Lived On a Spreadsheet” by Ryan Poterack

Connect with Ryan Poterack: 

• LinkedIn: Ryan Poterack

Connect with Poterack Capital Advisory: 

• Poterack Capital Advisory
• Meet the team at Poterack Capital Advisory

• LinkedIn: Poterack Capital Advisory

• Facebook: Poterack Capital Advisory

• X (formerly Twitter): Poterack Capital Advisory
• 704-366-5776

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