• #138. Financial Planner tells a story of why Fee-Only matters

  • Jun 11 2024
  • Length: 1 hr and 2 mins
  • Podcast

#138. Financial Planner tells a story of why Fee-Only matters

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  • Summary

  • How snowboarding in Park City influenced the genesis of Graystone Advisor

    In this episode, Aaron shares his story of attending due diligence conferences to learn about non-traded REITs. While it was nice to be wined and dined, he started to see where the client's money went and how understanding fees is important. There will always be conflicts of interest, but if you are open and transparent about incentives, you can start down the path of trying to do better.

    Episode References
    Non-Traded REIT
    Blue Vault Report
    Investing Forever - Follow the Money
    Fee-Only Network: Trishul Patel
    Fee-Only Netowrk: Aaron Agte
    NAPFA:
    NAPFA: Aaron Agte
    XYPN: Aaron Agte
    XYPN: Trishul Patel
    Investing Forever - Three Key Benefits

    Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.
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