31 | How to Audit Your Financial Advisor and Stop Leaking Wealth

Many high earning women assume their financial advisor is doing what is best for them. But assumption is not a strategy. In this episode of Women Growing Wealth, Tamar walks through how to perform a clear and empowered financial audit so you actually know what is happening with your money.

This conversation is not about being skeptical or emotional. It is about asking the right questions, understanding your fees, and evaluating whether your investments are producing results that justify the cost. Tamar breaks down how fees quietly erode returns, why complexity often hides underperformance, and how wealthy women approach their financial team with clarity and standards.

You will learn how to read your statements, identify red flags, and evaluate performance using benchmarks instead of trust alone. Tamar also explains when a financial advisor adds real value, when they do not, and why real estate and tax strategy require more than traditional portfolio management.

This episode is a reminder that a wealthy woman does not leave her money on autopilot. She audits, upgrades, and chooses with intention.

In this episode you will learn
• Why most women do not actually know what they are paying their financial advisor
• How advisory fees impact real returns over time
• The key questions to ask your advisor in plain English
• How to spot red flags hidden behind complexity
• Why performance should be measured against clear benchmarks
• When a financial advisor is helpful and when they are not
• Why real estate and tax strategy sit outside traditional advising
• How wealthy women take ownership of their financial decisions

Ready to Build Your Own Wealth Strategy

Start by understanding how much money you actually need to be financially free. Download the free Enough Number Calculator along with the comprehensive step by step workbook.
GetYourEnoughNumber.com

Connect with Tamar Hermes

Instagram: @tamarhermes
LinkedIn: Tamar Hermes
Website: WomenGrowingWealth.com
Book: The Millionairess Mentality

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