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?
Coronavirus Market Update + What’s Next
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Inheritance 101: Everything You Need to Know
How Often Does a Financial Advisor Answer These Questions?
Understanding The SECURE Act
5 Biggest Storylines of 2020: Will They Matter Financially?
New Year Financial Checklist for 2020
Are You Sabotaging Your Own Retirement With These Mistakes?
Catching Up As A Late Bloomer In Retirement
Critical Estate Planning Mistakes You Need to Avoid
Turkey Day Special with Listener Questions
What Mistakes Do Bad Investors Make?
Welcome to Retirement, Now Don’t Screw It Up
The Final Decade Before Retirement
Trying To Find The Exception To The Rule When Investing
Retirement Planning and Halloween
Scary Facts About Retirement
Halloween Spending and Retirement
4 Types of Spenders
Planning The Ultimate Road Trip: Your Retirement
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