• The Importance of Seeking a Second Opinion

  • Jun 18 2024
  • Duración: 15 m
  • Podcast

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The Importance of Seeking a Second Opinion

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  • In this episode, Richard Warner discusses the importance of understanding and questioning fees in financial planning. He shares a story about a car rental fee that didn't make sense and relates it to unnecessary fees in investment portfolios. Richard emphasizes the need for individuals to be aware of the internal costs of their investments and to seek a second opinion if they have concerns. He also highlights the importance of educating clients about their portfolios and helping them understand what they are paying for. Overall, the episode emphasizes the need for transparency and awareness of fees in financial planning.

    For more information go to Home | Warner Financial Solutions

    See omnystudio.com/listener for privacy information.
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