Audio only
Fire Your Financial Advisor
Is the 1% Fee Worth It? How to Leave, Move Your Accounts Without Tax or Annuity Surrender-Charge Mistakes, and Self-Manage a Simple Index Fund PortfolioBy Imad Muratspahic
Length4h 9m
About this audiobook
Is the 1% Fee Worth It? How to Leave, Move Your Accounts Without Tax or Annuity Surrender-Charge Mistakes, and Self-Manage a Simple Index Fund Portfolio
Audiobook details
GenreBusiness and Economics, Self-Help
Length4 hrs 9 mins
Narrated byListen with 1,000+ voices
FormateBook with Audio
Publish dateSep 29, 2026
LanguageEnglish
Table of contents
1Important Notice
2You Finally Did the Math
3What You're Really Paying: Every Layer of the Fee
4Fiduciary, Broker or Both? How Your Advisor Gets Paid
5Is Your Advisor Worth It? An Honest Scorecard
Show all chaptersShow less
6Do It Yourself, Pay Less for Help, or Stay?
7Map It Before You Move It: Your Portfolio Audit
8Where You're Headed: A Simple Portfolio You Can Run Yourself
9Breaking Up: Notice, Scripts and the Retention Pitch
10Opening New Accounts and Transferring In Kind
11Unwinding a Taxable Account Without a Big Tax Bill
12Annuities: Surrender Charges, 1035 Exchanges and When to Keep One
13Whole Life, Non-Traded REITs and Other Hard-to-Leave Holdings
14When It's Not Just Expensive: Unauthorized Trades and Misconduct
15Your Once-a-Year Routine and One-Page Investment Policy
16Keeping the 1%
17Quick Reference: Exit Checklist, Glossary and FAQ
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