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Healthy, Wealthy, & Wise Retirement Podcast

Jan 11, 2022

Fees can be a confusing topic for retirees to tackle, and sometimes they feel downright hidden from us- out of sight, out of mind! But the fact of the matter is that fees play a big role in anyone's financial plan, and it's time to have an open and honest discussion about them.

Mentioned on today's show: 12 Questions to Ask Your Financial Advisor

What is a Fiduciary?

About Me

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To receive your own RETIREMENT RISKS ANALYSIS, or to begin with a simple FEE AUDIT, you can start with a 2 minute quiz here: Share More & Get in Touch 

You can also find Loren at 


Additional Resources Discussed on the Show

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