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.
To read more about this topic and see the show notes, click here. ----more----
Want to save a little time? Click on the timestamp below to skip ahead to a specific topic:
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?
Can’t Get No Satisfaction... Or Can You?
How Money Ads Catch Your Attention
Financial Diseases That Plague Retirees
Clearing Up Financial Myths
Financial Jeopardy
Financial Fortune Cookie Wisdom
Sensational Financial Headlines
Is Conventional Wisdom Always Best?
Things We Don’t Consider in Retirement Planning
Sorting Through the Financial Junk Drawer
Playing the Financial Game Show
I Didn’t Know You Did That
Financial Hot Topics
Financial Wisdom with Albert Einstein
Retirement Planning with Shaq
What To Do During Market Volatility
How Do You Say It?
A Financial Checklist for the New Year
Retirement Planning First Steps
Financial Wisdom from Walt Disney
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast