We’ve been trained to believe that more is better but is that always true in the financial world? Having more than one advisor might seem like a great way to diversify your portfolio, but can it end up doing you more harm than good? This episode focuses on that topic to help you decide what will benefit you the most.
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2:17 – INTRODUCING TODAY’S TOPIC AND WHY IT’S IMPORTANT
3:21 – WHY IS MULTIPLE ADVISORS THE WRONG WAY TO GO?
4:25 – ESTABLISHING PROPER DIVERSIFICATION IN YOUR PORTFOLIO
7:10 – HOW AND WHEN TO REBALANCE YOUR PORTFOLIO
9:44 – SPREADING YOUR INVESTMENTS MIGHT EVEN BE COSTING YOU MONEY
12:26 – WHAT ABOUT YOUR MOST PRECIOUS ASSET: YOUR TIME?
14:20 – THE INSTITUTIONAL MODEL AND WHY YOU SHOULD CONSIDER IT
15:40 – SO YOU’VE DECIDED TO GO WITH ONE ADVISOR, NOW HOW DO YOU SELECT THAT PERSON?
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)
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What Weddings and Retirement Planning Have in Common
Breaking Down The Commentary After Recent Bank Collapses
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The Psychology of Investing In The Wake Of Historic Market Crashes
Should An Advisor Tailor A Plan To Fit Your Personality? (Part 2)
Should Your Advisor Tailor A Plan To Fit Your Personality? (Part 1)
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Naughty or Nice: Financial Advisors
Examining Your Own Investor Bias
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