The Rob Berger Show

RBS 120: 3 Tools to Calculate the True Cost of Investment Fees in Retirement

July 26, 2023 Rob Berger Episode 120
RBS 120: 3 Tools to Calculate the True Cost of Investment Fees in Retirement
The Rob Berger Show
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The Rob Berger Show
RBS 120: 3 Tools to Calculate the True Cost of Investment Fees in Retirement
Jul 26, 2023 Episode 120
Rob Berger

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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Show Notes

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.
 
Join the newsletter: https://robberger.com/newsletter/?utm...