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Good Fees, Bad Fees, And How to Find Them in a Portfolio
Dolph Janis of Clear Income Strategies Group gets all over fees and how costly they can be. He compares ordering Doordash and the baked in fees to the extra fees some credit cards or asset accounts have. Dolph explains how important people knowing what they get for the fees is and how one of the first things he does with clients is stress test their accounts for the extra fees. Dolph also discusses the power of negotiating fees.
Schedule a 20 min., complimentary “Ask Anything” session with Dolph here or call 704-919-0149.
If you want to attend either of Dolph’s seminars on Medicare, Social Security, and taxes on August 22nd or 23rd , call the office or go to GuardYourSavings.com to learn when and where these are and to RSVP. Light snacks and drinks will be provided.
Learn more about Dolph’s book “Cross the Bridge to Retirement” here.
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Dolph Janis of Clear Income Strategies Group gets all over fees and how costly they can be. He compares ordering Doordash and the baked in fees to the extra fees some credit cards or asset accounts have. Dolph explains how important people knowing what they get for the fees is and how one of the first things he does with clients is stress test their accounts for the extra fees. Dolph also discusses the power of negotiating fees.
Schedule a 20 min., complimentary “Ask Anything” session with Dolph here or call 704-919-0149.
If you want to attend either of Dolph’s seminars on Medicare, Social Security, and taxes on August 22nd or 23rd , call the office or go to GuardYourSavings.com to learn when and where these are and to RSVP. Light snacks and drinks will be provided.
Learn more about Dolph’s book “Cross the Bridge to Retirement” here.
YouTube
X
See omnystudio.com/listener for privacy information.