How to Invest as You Near Retirement [Rate my Portfolio Series]
29.2 هزار بار بازدید -
3 سال پیش
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In this video we look at a portfolio of a viewer who is 10 years from retirement. Her advisor has her invested in a 50/50 portfolio. We'll look at the "Smart Sector" and Momentum ETFs she has, consider the impact of the 50 basis point fee, and examine whether a 50/50 portfolio makes sense.
Tools Used in this Video
Personal Capital: https://go.robberger.com/personal-cap...
Portfolio Visualizer: https://www.portfoliovisualizer.com/
Morningstar: https://robberger.com/go/morningstar/...
Investing Tools & Resources
📚 My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
📈 Personal Capital (Investment Tracking): https://go.robberger.com/empower/yt-
💰 M1 Finance $30 Bonus (IRA & Taxable Accounts): https://go.robberger.com/m1finance-bo...
📊 Morningstar (Fund Research): https://go.robberger.com/morningstar/yt-
💵 Tiller (Budgeting): https://go.robberger.com/tiller/yt-
🏆 Best Investment Tracking Apps: https://bit.ly/3wSbKZa
Popular Videos:
1️⃣ How to Create a 3-Fund Portfolio: How to Create a 3 Fund Portfolio | A ...
2️⃣ How I Manage 28 Accounts in One App: How I Manage 28 Financial Accounts in...
3️⃣ 7-Step Financial Checkup: A 7-Step Annual Financial Checklist f...
#retirement #investing #robberger
ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)
LET'S CONNECT
Youtube: @rob_berger
Facebook: Facebook: financialfreedomguy
Twitter: Twitter: Robert_A_Berger
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.
In this video we look at a portfolio of a viewer who is 10 years from retirement. Her advisor has her invested in a 50/50 portfolio. We'll look at the "Smart Sector" and Momentum ETFs she has, consider the impact of the 50 basis point fee, and examine whether a 50/50 portfolio makes sense.
Tools Used in this Video
Personal Capital: https://go.robberger.com/personal-cap...
Portfolio Visualizer: https://www.portfoliovisualizer.com/
Morningstar: https://robberger.com/go/morningstar/...
Investing Tools & Resources
📚 My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
📈 Personal Capital (Investment Tracking): https://go.robberger.com/empower/yt-
💰 M1 Finance $30 Bonus (IRA & Taxable Accounts): https://go.robberger.com/m1finance-bo...
📊 Morningstar (Fund Research): https://go.robberger.com/morningstar/yt-
💵 Tiller (Budgeting): https://go.robberger.com/tiller/yt-
🏆 Best Investment Tracking Apps: https://bit.ly/3wSbKZa
Popular Videos:
1️⃣ How to Create a 3-Fund Portfolio: How to Create a 3 Fund Portfolio | A ...
2️⃣ How I Manage 28 Accounts in One App: How I Manage 28 Financial Accounts in...
3️⃣ 7-Step Financial Checkup: A 7-Step Annual Financial Checklist f...
#retirement #investing #robberger
ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)
LET'S CONNECT
Youtube: @rob_berger
Facebook: Facebook: financialfreedomguy
Twitter: Twitter: Robert_A_Berger
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.
3 سال پیش
در تاریخ 1400/06/10 منتشر شده
است.
29,277
بـار بازدید شده