$50k of financial education in 4 minutes—what I said

If you know me at all, you know I’m vehemently opposed to the percentage-based financial advisor model.

Not because all advisors are bad...some are amazing.


But the % model? It’s ripe for abuse. It often rewards advisors who keep clients in the dark, it's incredibly expensive, and most people have no idea what they're really paying over time.

That seemingly innocuous 1% fee you are paying? 

It could cost you hundreds of thousands of dollars over your lifetime and actually delay your retirement by YEARS.

That’s why I was so fired up to sit down with Tyler, a former wealth planner who’s seen how the sausage gets made. He’s someone I’ve learned a ton from and in this episode, we get real about:

  • The red flags hiding in your fees

  • Why your lack of knowledge is someone else’s profit (and how to change that)

  • How to break up with your % based advisor (and why we both think you should)

  • The simple way to invest on your own without getting lost in jargon

Tyler said I gave away $50K of financial education in 4 minutes during this episode but honestly, I want everyone to know this stuff. It's simpler than you think.

Next
Next

401k loan for my puppy?