Our 2 Cents
Episode 148: Revealing Retirement Plan Frustrations
Aug 24, 2023
Our2centspodcast
We're kicking off today's show a little differently with Getting to Know Steve and Gabriel questions first! Then they're discussing some challenges and frustrations they've heard from potential clients regarding their plans or their investments.
- Getting to Know Steve and Gabriel:
- What was your favorite TV show as a kid?
- If you could pick any Olympic sport to participate in, what would you choose?
- Revealing Retirement Plan Frustrations:
- My portfolio is still not yet back to breakeven from the prior all-time high of the S&P 500.
- I won't have enough time to make up for my market losses.
- The fees I'm paying are too high.
- I feel like I'm not getting anything for the fees I'm paying.
- My portfolio has losing funds in it, it should only have winners.