Investment Fees…the Good, the Bad, and the Ugly - DTS.EP127

In this episode, Steve Campbell and Travis Maus continue their series on improving net earnings. They discuss the importance of understanding and evaluating investment fees.

They explain the different types of investment fees, including sales commissions, product fees, management fees, transaction fees, and advice fees. They emphasize the need to be aware of the fees you are paying and to determine if they are worth the value you are receiving.

They also highlight the potential savings that can be achieved by reducing investment fees and provide tips for evaluating and negotiating fees with financial professionals.

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Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia

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About Your Co-Hosts:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group

Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.