The Importance of a Fee Based Relationship

TechVester makes $60 million investing in short-term rentals, aka Airbnb's simple, passive, and profitable. The company has raised over £50 million from investors since its launch last year. TechVester handles all of this investment for you, with a targeted 8-12% cash on cash per year. Just one quarter or own an Airbnb property is as good as a $25,000 investment.

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Robert Leonard chats with Chris Pedersen, who is an engineer by training, and new opportunity finder by nature & Paul Merriman, who is a nationally recognized authority on mutual funds, index investing, and asset allocation. They talk about how young investors should be thinking about inflation, financial advisors, ETF investing strategies, how to supercharge and simplify your investments, how to start a financial education non-profit and more!

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:26 - Why a financial education foundation was needed.

14:15 - The difference between fee-based and AUM financial advisors.

21:26 - What the ultimate buy and hold strategy is.

24:29 - How to simplify your investing and maximize returns with ETFs.

38:52 - How young investors should be thinking about inflation.

43:55 - Misconceptions around money and investing.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Free book: We’re Talking Millions.
Free book: 2 Funds for Life.
The Merriman Financial Education Foundation.

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SPONSORS

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⁠CFI Education⁠
⁠Airbnb⁠

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Connect with Paul: Website

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