This episode will leave you wondering if you've been unknowingly paying exorbitant fees for your investments.
Episode 44: Investment Fees Explained
October 04, 2023
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31 Minutes
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Episode Summary
Bri and Dr. Jay discuss investment fees.
They'll leave you wondering if you've been unknowingly paying exorbitant fees for your investments. Bri's passionate reaction to these fees will resonate with anyone who's felt taken advantage of. Dr. Jay breaks down the shocking numbers and reveals the hidden costs that could be eating away at your wealth. Get ready for a reality check on fees and discover how you can take control of your financial future.
Activity: Look up your investment fees by ticker symbol using Morningstar or YahooFinance! List out your total investment along with the following fees if applicable: front load, deferred loan, expense ratio, 12b-1, and management if you have actively managed funds. Multiple your total investment by the fee percentage to get your fee in dollars. Ideally you’d be paying less than 0.2% in fees with the exception of 401k which are actively managed.
Resources:
Ep. 43: Book Club – The Little Book of Common Sense Investing
SEC Alerts – How Fees and Expenses Affect Your Investment Portfolio
Capital Group American Funds Share Class Pricing Details
Edward Jones Account Costs and Fees
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Sorry, no transcript is available for this episode, but all episodes from 2026 on will feature full transcripts for accessibility.