Displaying 1 Episode of More for Your Money with the tag “client service”.
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Episode 50: Fee vs. Commission: Finding the Right Financial Advisor and Understanding Your Costs - 12/06/2025
December 6th, 2025 | 52 mins 50 secs
401k rollover, account minimums, annual management fees, break points, buy-and-hold, client service, commission-based products, department of labor, estate planning, expense ratios, fee-based advising, financial advisor compensation, finra, hsa, individual stocks, investment costs, long-term investing, modern financial advising, mutual funds, old school investing, ongoing fees, registered investment advisor (ria), roth ira, sales charge, sec, social security benefits, tax planning, upfront sales charge, wealth accumulation
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.