EPISODE · Jul 26, 2023 · 20 MIN
RBS 120: 3 Tools to Calculate the True Cost of Investment Fees in Retirement
from The Rob Berger Show · host 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. Join the newsletter: https://robberger.com/newsletter/?utm...
What this episode covers
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 invest...
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RBS 120: 3 Tools to Calculate the True Cost of Investment Fees in Retirement
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