Retirement Planning Education, with Andy Panko
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Retirement Planning Education, with Andy Panko
#093 – Advisory fees...the good, the bad, the ugly
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Andy Panko
Discussion of the different ways in which advisory firms charge fees, why the percentage of assets under management fee is illogical and unfair, and what alternate fee structures may be less illogical and less unfair
Links in this episode:
- FINRA's BrokerCheck - here
- My article about trying to quantify the "value" of advisory services - here
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
