Most women think they need an advisor to manage their portfolio. Advisors often cost you more than they earn and the complexity they create is by design. In this episode, I break down why your portfolio might feel confusing right now, how to simplify it in hours (not months), and how firing your advisor could unlock hundreds of thousands of dollars in future wealth. I walk you through real client case studies and show you how a few small changes can completely shift your retirement numbers so the math actually math’s.
Most women think they need an advisor to manage their portfolio.
Advisors often cost you more than they earn and the complexity they create is by design.
In this episode, I break down why your portfolio might feel confusing right now, how to simplify it in hours (not months), and how firing your advisor could unlock hundreds of thousands of dollars in future wealth.
I walk you through real client case studies and show you how a few small changes can completely shift your retirement numbers so the math actually math’s.
Tune in to learn: