The Hidden Costs Your Portfolio May Be Carrying

What if the biggest risk in your retirement plan isn’t the market—it’s silence from your advisor? In this episode, Damon Roberts and Matt Deaton unravel the top frustrations adults bring to their office: poor communication, unclear fees, and portfolios no one seems to be watching. They explain how transparency, proactive updates, and true fiduciary guidance can transform confusion into confidence. With real client stories and practical insights, this episode highlights what a healthy advisor relationship should look like—and how the right communication can protect your wealth and your peace of mind.

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