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The Rob Berger Show

The Rob Berger Show

Rob Berger
Date de sortie : 2024-02-02
© 2024 The Rob Berger Show
The Rob Berger Show - QR Code
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127 épisodes
Audio
Écouter sur Apple Podcasts
Libre0%
127 épisodes
Audio
Écouter sur Apple Podcasts
Date de sortie : 2024-02-02
© 2024 The Rob Berger Show
L’épisode le plus récent
RBS 127: 5 Key Questions to Ask Your Investment Advisor

RBS 127: 5 Key Questions to Ask Your Investment Advisor

Durée : 20:24
Lecture
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?
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Id. d’épisode : 1000643930976
GUID : Buzzsprout-14418634
Date de publication : 2/2/2024 à 13:00:00

Description

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.

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