The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Contenuto fornito da Rob Berger. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Rob Berger o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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RBS 127: 5 Key Questions to Ask Your Investment Advisor
Manage episode 398848962 series 3437124
Contenuto fornito da Rob Berger. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Rob Berger o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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...
174 episodi
Condividi
Manage episode 398848962 series 3437124
Contenuto fornito da Rob Berger. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Rob Berger o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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...
174 episodi
Tutti gli episodi
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Simile a The Rob Berger Show
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
…
continue reading
Kara Goldin, founder of Hint, sits down with today’s most fascinating entrepreneurs, disruptors, and change-makers for a no-holds-barred discussion of how they overcame long odds on the road to start-up success. Guests such as Guy Kawasaki (Apple, Canva), Julie Bornstein (The Yes, Stitch Fix), Mindy Grossman (WW), and Amy Errett (Madison Reed) share wisdom and anecdotes that will inspire you – and challenge you to think differently about achieving your goals. For more on the podcast as well ...
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
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…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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continue reading
Player FM - App Podcast
Vai offline con l'app Player FM !
Vai offline con l'app Player FM !
