Retirement Equals Freedom

016: Is Paying Advisor Fees Worth it?


Listen Later

Show me the money! On this episode of The Retirement Equals Freedom Podcast we’re finding out about the world of financial planning fees. What’s totally worth it, what’s so-so and when can you save $$ by managing on your own? Host Josh Bretl, founder of FSR Wealth Strategies, breaks down the different types of fees and shares advice he gives folks who are just starting out (when the stakes are lower) as well as heading into retirement (when professional advisory services can pay off in a big way). First, though, he and Co-Host Dave Schmidt have a lot of terrain to cover in their opening chat, which ranges from the unexpected delights of iced Cometeer Coffee to unbelievable (probably true) stories about the hosts’ noble ancestral heritage. You’ll come away not only with a smile, but also a new jingle that may (full disclaimer) haunt your dreams!

And, finally, if at the end of the pod you are scratching your head and asking: Who (or what) is an ALF (?), here's the backstory.

This episode was fueled by Cometeer Coffee, both iced and hot!

Click here to learn more about or listen to previous episodes of The Retirement Equals Freedom Podcast. Don’t forget to sign up for the show’s new weekly email at this link and definitely come join the conversation at our new private Facebook group, which you can find here.

Click here to explore the services that FSR Wealth Strategies offers and schedule a discovery call with one of the team’s CPAs. When it comes to living your best life, it’s never too early to get started!

...more
View all episodesView all episodes
Download on the App Store

Retirement Equals FreedomBy Josh Bretl