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?
Dealing with Stress in Retirement
Financial Truths and Lies
Retirement Income Planning Essentials
Avoiding Financial Temptations
Investing Like a Genius
5 Questions You Didn’t Know To Ask
What Kind of Retirement Are You Living For?
5 Things You Must Know About Decumulation To Retire Successfully
Retirement Blind Spots
SECURE Act 2.0
Are You Avoiding These 401K Mistakes?
Understanding Your Financial Statements
Reading the Financial Fine Print
Baseball and Retirement Planning
Avoiding Financial Mistakes During A Divorce
Unhealthy Foods and Financial Health
Financial Lessons Learned from Calvin and Hobbes
Last Ten Working Years Before Retirement
What You Should Know About Biden’s Executive Orders
Understanding Values-Based Planning
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