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RBS 076: 3 Ways to Simplify Your Investment Portfolio | KISS--Keep It Simple Stupid

RBS 076: 3 Ways to Simplify Your Investment Portfolio | KISS--Keep It Simple Stupid

FromThe Rob Berger Show


RBS 076: 3 Ways to Simplify Your Investment Portfolio | KISS--Keep It Simple Stupid

FromThe Rob Berger Show

ratings:
Length:
20 minutes
Released:
Sep 23, 2022
Format:
Podcast episode

Description

Some financial advisors put clients in 10, 20 or even more ETFs and mutual funds. Some think they do this to make investing look complex and to justify their unreasonable fees. Regardless of the reason, it makes understanding the portfolio more difficult, and for no good reason.In this video I walk through my 3-step process for simplifying any investment portfolio. We look at a viewer's 11-fund portfolio and how to simplify it down to 5 funds.Join the newsletter: https://robberger.com/newsletter/?utm...
Released:
Sep 23, 2022
Format:
Podcast episode

Titles in the series (100)

Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.