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Total Cost over 30 Years in Dollars & the Years It Takes to Catch Up

Lesson 2 of 814 minLab

This lesson is part of the course

In this lesson

You grow a savings plan for 30 years with FV before and after a 0.95% all-in cost, express the cost in dollars and find with NPER how many extra years the after-cost plan needs to catch up.

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Lessons in this course

  1. Fee Drag on Compound Growth: Net Return Year by YearLab15 min Locked
  2. Total Cost over 30 Years in Dollars & the Years It Takes to Catch UpLab14 min Locked
  3. Expense Ratios Compared: Index vs Active FundsLab15 min Locked
  4. Advisory AUM Fees Layered on Fund Fees: The All-in CostLab15 min Locked
  5. Front & Back Loads: Share-Class Break-even Holding PeriodLab17 min Locked
  6. Platform, Custody & Trading Costs: Percentage vs Flat FeesLab16 min Locked
  7. Performance Fees: High-Water Mark & Hurdle RateLab18 min Locked
  8. Fee-adjusted Outcome Dashboard: Four Ways to Invest (with a Chart)Lab18 min Locked