36 min listen
RBS 127: 5 Key Questions to Ask Your Investment Advisor
RBS 127: 5 Key Questions to Ask Your Investment Advisor
ratings:
Length:
20 minutes
Released:
Feb 2, 2024
Format:
Podcast episode
Description
In this video we'll look at a portfolio a viewer sent in to me. It's from their investment advisor, and we will be asking 5 key questions about the portfolio that I would ask if an advisor put me in the same portfolio.1. What's the target asset allocation?2. Have you made any changes to the target asset allocation?3. How do you pick the funds to implement the plan?4. Why isn't a simpler, less expensive portfolio a better choice?5. How do you invest your own money?Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...
Released:
Feb 2, 2024
Format:
Podcast episode
Titles in the series (100)
RBS 012: Should You Invest or Pay Off Debt? Yes! by The Rob Berger Show