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142. “We have a $2.3M net worth—but we cut coupons”

Money For Couples with Ramit Sethi

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Lack of transparency and low returns

The speaker recounts their experience with a financial advisor who was not transparent about fees and the realization that their investments were not performing well. They discuss the tricks used by banks and the lack of transparency, and conclude with their decision to move their money into a Vanguard fund for better outcomes.

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