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EPISODE 22: Investment Fees

In Episode 22 of The Monday Money Tip Podcast, we are continuing our topic of investing and covering some very important information! Joe will break down what types of fees are acceptable on investment accounts and when you should ditch them. We also have some tips on Christmas budgeting, a success story about a couple who paid off $45,000 in credit card debt, and a surprise announcement from our co-host, Megan!

About the Episode: 

  • Hear Joe answer the question, “I have investments and pay 1.35% in fees. What do you consider to be an acceptable amount to pay in fees? Should I ditch this investment for something lower cost?”

  • In our Current Money Events segment, Joe will share how you can make sure that you are prepared for your Christmas spending.

  • Hear how a budget helped a couple pay off $45,000 in credit card debt.

Resources:
IWBNIN Tools
Christmas Mini-Budget

Joe’s Current Investments
IWBNIN Ladder
Oxen Book
Net Worth Calculator

Quote of the Day:
“There is no harvest if you do not invest.” - Joe Sangl

Links
Vanguard
Charles Schwab

Email info@iwbnin.com to ask questions or share success stories.


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