Personal Capital (Investment Tracking, Retirement Planning):

Today we look at a portfolio constructed by an investment advisor. This is a person who has a fiduciary obligation to act in the best interest of their clients. The result? I high fee portfolio on top of the 1% advisor fee. As you’ll see, this portfolio could easily cost an investor $500,000 or more in lost wealth.

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Investing tools

My Book (Retire Before Mom and Dad):
Personal Capital (Investment Tracking, Retirement Planning):
New Retirement (Retirement Planner):
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M1 Finance $30 Bonus (IRA & Taxable Accounts):

credit Cards & Banks

Wells Fargo Active Cash (Cash Back):
Chase Sapphire Preferred (Travel):
U.S. Bank Visa Platinum (0%):
Axos Bank (High Yield Savings):
OnJuno (free checking):

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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 (


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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.


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