30 years ago, Kate’s parents set up a trust fund for her worth $800,000. If that money had simply been invested in low-cost index funds, today it should be worth over $6 million.
But when Kate finally got access to the trust… it was worth just $1 million.
Where did the money go?!
In this shocking clip from Money for Couples, I sit down with Kate and Keith to investigate exactly what happened. As we open up the trust account together, we uncover:
→ Overwhelmingly complicated investments
→ High fees from financial advisors
→ Poor investment performance that has cost them millions over the years
💡 This is the reality of how bad investing advice, confusing portfolios, and hidden fees can quietly destroy wealth.
If you have an advisor, investments, or just want to avoid losing money over decades, this is a must-watch.
► Watch the full episode here: link