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RBS 127: 5 Key Questions to Ask Your Investment Advisor

RBS 127: 5 Key Questions to Ask Your Investment Advisor

FromThe Rob Berger Show


RBS 127: 5 Key Questions to Ask Your Investment Advisor

FromThe Rob Berger Show

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)

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.