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In today’s episode, Joe DeLisi dives deep into the world of investment fees—unpacking the difference between price and cost, and why the cheapest option isn’t always the best. After receiving a common question from a client, Joe breaks down why some of the advice you see on TikTok or Instagram could be missing key data. With real-world examples, he explores how seemingly small decisions about fees and portfolio choices can impact your wealth over the long haul. If you’ve ever wondered about the true cost of “low-cost” investing—or if you’ve been curious about how fees actually affect your returns—this episode is a must-listen. Tune in to find out why net returns matter more than the upfront price tag, and how getting it right could mean hundreds of thousands of dollars more in your pocket.
For a quick assessment of your current financial life go to:
Livingbalancesheet.com/lbsvision/lite/joedelisi
At the end of the assessment you can request a meeting with me to review the results.
joedelisi.com
By Joe DeLisi4.9
1414 ratings
In today’s episode, Joe DeLisi dives deep into the world of investment fees—unpacking the difference between price and cost, and why the cheapest option isn’t always the best. After receiving a common question from a client, Joe breaks down why some of the advice you see on TikTok or Instagram could be missing key data. With real-world examples, he explores how seemingly small decisions about fees and portfolio choices can impact your wealth over the long haul. If you’ve ever wondered about the true cost of “low-cost” investing—or if you’ve been curious about how fees actually affect your returns—this episode is a must-listen. Tune in to find out why net returns matter more than the upfront price tag, and how getting it right could mean hundreds of thousands of dollars more in your pocket.
For a quick assessment of your current financial life go to:
Livingbalancesheet.com/lbsvision/lite/joedelisi
At the end of the assessment you can request a meeting with me to review the results.
joedelisi.com

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