Michelle and Josh are here today to discusses financial topics relevant to those of you in or near retirement living your best life along our part of the gulf coast.
Takeaways
- You may be unknowingly paying thousands of unnecessary fees in your investment accounts to these financial vampires
- There really is no need for the average retail investor to pay a commission anymore, there are simply too many low-cost and no commission options out there, especially with the rapidly growing ETF world
- Recent Harris Research poll that revealed that 71% of Americans have bought a lottery ticket and 24% of millennials said they've spoken to a fortune teller, but just 33% of Americans have spoken with a financial planner