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Think you’re only paying 1% for your investments? Think again. Most mutual fund investors drastically underestimate the true cost of their portfolios. In this episode of the Legacy Life Podcast, we expose the hidden fees inside mutual funds(that they do not even have to disclose🤯) and explain how they can quietly eat away at your returns over time.
You’ll learn:
• Why expense ratios are only the tip of the iceberg
• How transaction costs, cash drag, and spreads cut into growth
• What “soft dollar” costs are — and why you’re footing the bill • How advisor fees stack on top of fund costs
• Why the real cost of mutual funds is often 3–4% (not 1%) Understanding your actual investment costs could mean tens of thousands more in retirement income. Don’t let hidden charges rob you of your legacy.
📅 Book a free portfolio review & consultation: https://calendly.com/ryan-1111legacy/30min
The real cost of owning a mutual fund article: https://www.forbes.com/2011/04/04/real-cost-mutual-fund-taxes-fees-retirement-bernicke.html
#MutualFunds #HiddenFees #InvestmentCosts #FaithAndFinance #LegacyLifePodcast #RetirementPlanning #FinancialWisdom #GenerationalWealth
By Legacy Life FinancialThink you’re only paying 1% for your investments? Think again. Most mutual fund investors drastically underestimate the true cost of their portfolios. In this episode of the Legacy Life Podcast, we expose the hidden fees inside mutual funds(that they do not even have to disclose🤯) and explain how they can quietly eat away at your returns over time.
You’ll learn:
• Why expense ratios are only the tip of the iceberg
• How transaction costs, cash drag, and spreads cut into growth
• What “soft dollar” costs are — and why you’re footing the bill • How advisor fees stack on top of fund costs
• Why the real cost of mutual funds is often 3–4% (not 1%) Understanding your actual investment costs could mean tens of thousands more in retirement income. Don’t let hidden charges rob you of your legacy.
📅 Book a free portfolio review & consultation: https://calendly.com/ryan-1111legacy/30min
The real cost of owning a mutual fund article: https://www.forbes.com/2011/04/04/real-cost-mutual-fund-taxes-fees-retirement-bernicke.html
#MutualFunds #HiddenFees #InvestmentCosts #FaithAndFinance #LegacyLifePodcast #RetirementPlanning #FinancialWisdom #GenerationalWealth