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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Tuesday Jul 16, 2024
Tuesday Jul 16, 2024
Vanguard has grown to be the leader in the investment management world and touts the lowest fees, but also entertains poor investing principles and even threatens to close client accounts if they need too much phone assistance. Today, Michael brings up Vanguard’s recent CEO change and the advisors get into a discussion about why their firm doesn’t align with this investing giant.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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