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The Danger With Flat-Fee Portfolio Reviews
Episode 109

The Danger With Flat-Fee Portfolio Reviews

How to Retire on Time

December 31, 20249m 24s

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Show Notes

“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.

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Topics

retirementinvestingstocksbondspersonal financeplanningadviceportfolioinvestment portfolio