This episode of CFO at Home is Part 2 of Vince's conversation with Certified Financial Planner Filip Telibassa. This time, Filip and Vince tackle the topic of investment fees; the significant impact that fees can have on long-term investment returns, and the importance of understanding the different fee structures associated with financial advice. They also discuss the trend of lower-cost investment options like ETFs and index funds. For more from Filip, visit his website BenzinaWealth.com
Key Topics:
Understanding the impact of investment fees on long-term returns
The difference between fee-only and fee-based financial advisors
The advantages of a flat fee structure over asset under management fees
The importance of unbiased fund selection for clients
Trends in investment options: ETFs and index funds
How to evaluate financial advisors and their fee structures
Key Links:
Contact the Host - vince@thecfoathome.com
Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500
