Are you overpaying your financial advisor? In this episode, Billy Amberg exposes the 1% wealth management fee trap and explains how you can grow your wealth smarter, reduce unnecessary fees, and maximize your after-tax income. Whether you're just starting your investment journey or managing significant wealth, this episode will help you take control of your financial future.

🔑 Key Takeaways:

• Why 1% investment management fees may not be worth it
• The Three Buckets Approach – A smarter way to structure your investments
• How passive investing can outperform active management
• Why most financial advisors don’t beat the market
• How to ensure you're getting real value from financial advice

 📊 Resources Mentioned:

• Vanguard’s low-cost financial planning alternatives
• The power of index funds (S&P 500 & technology index)
• Why quantitative hedge funds dominate investment performance

🎧 Who Should Listen?

• Investors looking to reduce fees and increase returns
• Those questioning whether their financial advisor is worth the cost
• Anyone interested in long-term wealth-building strategies
• High-net-worth individuals and retirees managing their portfolios

 

Contact Us: https://www.bloomwoodcapital.com/contact

Wealth Breakdown Podcast - Apple: https://podcasts.apple.com/us/podcast/wealth-breakdown/id1778522619

Wealth Breakdown Podcast - Spotify: https://open.spotify.com/show/098AWkahqNVjjAm8Ya71bP?si=edb92b294886438a

Linkedin: https://www.linkedin.com/in/billy-amberg/

Facebook: https://www.facebook.com/profile.php?id=100069639591247

X: https://x.com/billzamberg

Youtube: https://www.youtube.com/@bloomwoodfp

Disclosures: https://www.bloomwoodcapital.com/smdisclosures