My Piggie Bank

Management-Episode 15 Fees, Costs, and Expenses


Listen Later

It's not Peter, Paul, and Mary stealing from you.

The 12b-1. Investment advisers secret money machine.

3 proven ways to steal a clients money.

Should you learn Chinese?

Returning phone calls.

Hiding fees behind bonds.

Quick. Who says this? "I can steal your money and shine your shoes?"

Chuck likes low-skilled investment advisory firms.

You don't need Chucks permission.

40 year old technology time machine.

Who told on Bernie?

15 new cars. One for Ed? Nope.

 

 

 

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

My Piggie BankBy Ed Sutkowski and Chuck LeFebvre