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The directions that the markets move are largely out of your control. That means your money can lose value, even if you're doing all of the right things. But, there are some things we CAN control. In the first hour, Jeremiah discusses ways that investors can maximize their savings potential by being as cost efficient as possible. That includes finding investments with the lowest management fees, mitigating trading costs, and using the most tax-efficient accounts for your situation. Plus, the team explains the downsides of being too risk averse when investing. How much does your hesitation cost you in the long-term?
Hosts:
Brian Wiley, Financial Advisor
Jeremiah Bates, Financial Advisor
The Real Money Pros
https://www.therealmoneypros.com
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SPONSORS:
Academy Mortgage:
https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor
Lively (HSAs and FSAs)
https://livelyme.com/pro
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Advisor Insurance Solutions:
https://advisorinsurancesolutions.com/
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5
1616 ratings
The directions that the markets move are largely out of your control. That means your money can lose value, even if you're doing all of the right things. But, there are some things we CAN control. In the first hour, Jeremiah discusses ways that investors can maximize their savings potential by being as cost efficient as possible. That includes finding investments with the lowest management fees, mitigating trading costs, and using the most tax-efficient accounts for your situation. Plus, the team explains the downsides of being too risk averse when investing. How much does your hesitation cost you in the long-term?
Hosts:
Brian Wiley, Financial Advisor
Jeremiah Bates, Financial Advisor
The Real Money Pros
https://www.therealmoneypros.com
—————————————————————
SPONSORS:
Academy Mortgage:
https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor
Lively (HSAs and FSAs)
https://livelyme.com/pro
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Advisor Insurance Solutions:
https://advisorinsurancesolutions.com/
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