Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
Andy Keeler
36 episodes
6 days ago
What’s your number? We put real mile markers on a lifelong question and show how to translate worry into workable. Joining host, Andy Keeler, is Keeler and Nadler's Jake Martin, to map your savings targets by decade. Plus, the habits that actually stick, and the levers you can pull when life gets messy. We start with the 20s, where building a positive net worth, automating small contributions, and shaping good credit can matter more than hitting big balances. In your 30s, complex...
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What’s your number? We put real mile markers on a lifelong question and show how to translate worry into workable. Joining host, Andy Keeler, is Keeler and Nadler's Jake Martin, to map your savings targets by decade. Plus, the habits that actually stick, and the levers you can pull when life gets messy. We start with the 20s, where building a positive net worth, automating small contributions, and shaping good credit can matter more than hitting big balances. In your 30s, complex...
Demystifying Advisor Fees: What You're Really Paying For
Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
22 minutes
3 months ago
Demystifying Advisor Fees: What You're Really Paying For
When was the last time you calculated exactly what you're paying for financial advice? More importantly, do you know what services you should be receiving for those fees? In this eye-opening exploration of advisor compensation, we pull back the curtain on an industry where costs are often obscured and services vary dramatically. Most registered investment advisors charge between 1-1.25% of assets under management annually, translating to $10,000 per year on a $1 million portfolio or $50,000 ...
Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
What’s your number? We put real mile markers on a lifelong question and show how to translate worry into workable. Joining host, Andy Keeler, is Keeler and Nadler's Jake Martin, to map your savings targets by decade. Plus, the habits that actually stick, and the levers you can pull when life gets messy. We start with the 20s, where building a positive net worth, automating small contributions, and shaping good credit can matter more than hitting big balances. In your 30s, complex...
