The Rob Berger Show
Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.
The Rob Berger Show
RBS 120: 3 Tools to Calculate the True Cost of Investment Fees in Retirement
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Rob Berger
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Episode 120
Investment fees rob you of your wealth. High investment fees, such as the industry standard 1% of assets under management AUM, can literally cost you hundreds of thousands or even millions of dollars over a lifetime.
But what about investment fees once you retire? It turns out that a 1% fee in retirement can significantly lower the chance of success of your retirement plan and reduce your spending by 10% or more. In this video we look at 3 tools you can use to understand the impact of investment fees on your retirement plan.
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