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Cleaning Out The “Dirt” In Your Portfolio Starts With Knowing Where To Find It

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Manage episode 407500511 series 3561331
Content provided by Impact Partnership and Frankie Guida. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Frankie Guida or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

You think that when you’re boarding a plane it’s been thoroughly cleaned, but one former flight attendant says to think again!

Financial advisors and retirement planners, Frank and Frankie Guida point out how the same could be said for your retirement savings.

It’s a matter of looking for the dirt where you didn’t know it hides in places like:

  • Low returns
  • Unnecessary risk
  • Exorbitant fees
  • Paying too much in taxes

Connect with the team at ABetterWayFinancial.com for a portfolio review to ensure you don’t have hidden dirt in your accounts.

See omnystudio.com/listener for privacy information.

  continue reading

155 episodes

Artwork
iconShare
 
Manage episode 407500511 series 3561331
Content provided by Impact Partnership and Frankie Guida. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Frankie Guida or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

You think that when you’re boarding a plane it’s been thoroughly cleaned, but one former flight attendant says to think again!

Financial advisors and retirement planners, Frank and Frankie Guida point out how the same could be said for your retirement savings.

It’s a matter of looking for the dirt where you didn’t know it hides in places like:

  • Low returns
  • Unnecessary risk
  • Exorbitant fees
  • Paying too much in taxes

Connect with the team at ABetterWayFinancial.com for a portfolio review to ensure you don’t have hidden dirt in your accounts.

See omnystudio.com/listener for privacy information.

  continue reading

155 episodes

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