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Cutting Through the Fine Print: What’s Draining Your Portfolio?

Cutting Through the Fine Print: What’s Draining Your Portfolio?

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Think your investment accounts are quietly working for you? They might be quietly bleeding value. Ben and Megan Smith break down the hidden fees and underperforming products—from variable annuities to whole life insurance—that could be costing you more than you realize. This episode explores why understanding the fine print matters, how small details can add up over time, and why finding a trusted advisor is key. Whether you’re a do-it-yourselfer or want expert help, learn how to spot red flags and make informed decisions that fit your goals.

Schedule your discovery call with Ben to help calculate the future costs of current decisions at MyVisionWealth.com or call or text 503-831-9011.

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