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In this episode, Bianca and Jerry tackle the massive stigma surrounding management fees. They get vulnerable about their own journey—realizing that even as industry experts, they needed to hire their own advisor to find peace in their marriage and clarity in their goals.
If you’ve ever felt like you "should" be able to figure this out on your own because the internet exists, this episode is for you. We break down the different types of advisors, the "hidden" fees in mutual funds, and why being a "DIY-er" might be the very thing keeping you stuck.
Claim the "FREE CLARITY GUIDE” to answer if your finances are working together or just in pieces? https://confianzawealth.myflodesk.com/jerry?utm_source=ig&utm_medium=social&utm_content=link_in_bio
Schedule your free initial consultation: https://www.confianzawealth.com/contact
By WealthwithjerryIn this episode, Bianca and Jerry tackle the massive stigma surrounding management fees. They get vulnerable about their own journey—realizing that even as industry experts, they needed to hire their own advisor to find peace in their marriage and clarity in their goals.
If you’ve ever felt like you "should" be able to figure this out on your own because the internet exists, this episode is for you. We break down the different types of advisors, the "hidden" fees in mutual funds, and why being a "DIY-er" might be the very thing keeping you stuck.
Claim the "FREE CLARITY GUIDE” to answer if your finances are working together or just in pieces? https://confianzawealth.myflodesk.com/jerry?utm_source=ig&utm_medium=social&utm_content=link_in_bio
Schedule your free initial consultation: https://www.confianzawealth.com/contact