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 10m
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 10 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
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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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