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?
2021: This Is The Year (No Matter What)
Christmas Songs and Financial Planning
End of Year Financial Planning
Unreasonable Requests to Financial Advisors
An Election Conversation
Statistics on Saving and Investing
Mom’s Favorite Phrases And Financial Planning
Financial Planning By Profession
Don’t Assume When It Comes to Retirement
Dirty Little Secrets in the Financial World
Top 5 Types of Financial Risk
Industry Insights Amidst Coronavirus
Finding the Right Financial Advisor
Answering the Most Common IRA Questions
Are You Following Outdated Financial Rules?
Is the Customer Always Right?
How To Set Financial and Retirement Goals
Ben Franklin and Partial Freedom from COVID-19
Cleaning Your Financial Closet – Lockdown Edition
Coronavirus Aid - What You Need to Know About the CARES Act
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