A 30 minute deep dive into how you can BEAT THE BANK with Dan Bortolotti on The Canadian Couch Potato Podcast. We talk about why I wrote the book, why simple is better, hidden fees, closet sprinters, Rip Van Winkle and the big trade-off.
The Big Trade-Off
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Larry’s 2023 Perspective
January 18, 2023Greetings to subscribers, both new and seasoned. As we begin a new year, there is some good news...
Trying to untangle myself from decades of working with a “advisor” and mutual funds and finding this is easier said than done, seems I have to go through my “advisor” even though it’s my money , and even more fees, transfer fees, deferred sales charges, it just keep coming …. pissed and embarrassed when i calculated my T REX score , similar to your sister, the banks , fund companies and my advisor are laughing ….. please teach this to kids
Thanks for your feedback Leigh! The industry sometimes makes it difficult to switch out of crappy mutual funds and often surprises their clients with significant extra costs. It is their special way of showing their appreciation to their clients. But taking a cost hit now will free you from decades of high costs going forward!