Skip to content
TrackPodcasts
educationDec 31, 20249:24pending

The Danger With Flat-Fee Portfolio Reviews

About this episode

“Hey Mike, do you or do you know someone who reviews portfolios for a flat fee?” Discover why it may not make sense to have a flat-fee advisor look over your portfolio for advice on your positions. Mike dives into the importance of strategies over positions.

Text your questions to 913-363-1234.


Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

Get every episode summarized

Each time How to Retire on Time publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

The Danger With Flat-Fee Portfolio Reviews

How to Retire on Time

0:00
9:24

More episodes

More from How to Retire on Time

View all episodes →