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Most women think they need an advisor to manage their portfolio.

Advisors often cost you more than they earn and the complexity they create is by design.

In this episode, I break down why your portfolio might feel confusing right now, how to simplify it in hours (not months), and how firing your advisor could unlock hundreds of thousands of dollars in future wealth.

I walk you through real client case studies and show you how a few small changes can completely shift your retirement numbers so the math actually math’s.

Tune in to learn:

  • How simplifying your portfolio could save you over $660K in fees
  • What ETFs are, and why they outperform most high-fee advisor-managed funds
  • Why your retirement plan probably doesn’t add up and how to fix it in minutes
  • A shortbread cookie analogy you’ll never forget (yes, seriously)
  • Real numbers from women who added 800K+ to their portfolio with one shift

💸 Doors are officially open to The 8-Figure Portfolio Accelerator.
DM me "8 FIGURES" on FACEBOOK or INSTAGRAM if you want IN
Instagram - https://www.instagram.com/kristenwonch.x/
Facebook - https://www.facebook.com/wonch.kristen.danielle
🚀 FREE INVESTING TRAINING INVESTOR SECRETS REVEALED:
The Truth Your Financial Advisor Doesn't Want You To Know
Access the training immediately here: https://bit.ly/43Efb7U

💰 WORK WITH ME:
Women's Money Mastery is a 6-month elite wealth-building program for high-achieving women who are ready to grow their net worth at HYPERSPEED.

In 6 months together you will:

  • Become an investor and set yourself up for a fully funded retirement (no matter your age now)
  • Hit your next income milestone working fewer hours so that you have 2-3X more to invest monthly
  • Implement a simple, effective money management system to save 5 figures+ every year
  • Payoff debt rapidly
  • Use your surplus cash to build out your Predictable, Profitable Portfolio of investments that pays for your lifestyle in years, not decades
  • Get coached to transform your thoughts, feelings and identity with money from the inside out

Learn more here: https://www.kristenwonch.com/

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161 episodes