Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-capital/yt-atf-advisor-fees
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.
My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-capital/yt-advisor-fees
New Retirement (Retirement Planner): https://robberger.com/go/new-retirement/yt-advisor-fees
stock Rover: stock-rover/yt-advisor-fees” target=”_blank”>https://robberger.com/go/stock-rover/yt-advisor-fees
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bonus/yt-advisor-fees
credit Cards & Banks
Wells Fargo Active Cash (Cash Back): https://www.allcards.com/go/wf-active-cash/yt-advisor-fees
Chase Sapphire Preferred (Travel): https://www.allcards.com/go/sapphire-preferred/yt-advisor-fees
U.S. Bank Visa Platinum (0%): https://www.allcards.com/go/usbank-visa-platinum/yt-advisor-fees
Axos Bank (High Yield Savings): https://www.allcards.com/go/axos-savings/yt-advisor-fees
OnJuno (free checking): https://www.allcards.com/go/onjuno/yt-advisor-fees
1️⃣ How to Create a 3-Fund Portfolio: https://www.youtube.com/watch?v=kmw8OpGp2rM
2️⃣ How I Manage 28 Accounts in One App: https://www.youtube.com/watch?v=cQk6EQk3iGg
3️⃣ 7-Step Financial Checkup: https://www.youtube.com/watch?v=mNWGWxKzKTY
#retirement #investing #robberger
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)
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.