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7min chapter
The BEST AI Stocks to Invest In (Money Q&A)
The Personal Finance Podcast
Managing Portfolio Independently and Dealing with High-Expense Ratio Funds
This chapter delves into a listener's dilemma with their financial advisor's fee structure and offers guidance on potentially managing their portfolio independently. Advice is provided on how to address the situation with the advisor through a sample email template.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode