Podcast Episode Details

Back to Podcast Episodes

RBS 048: How to Invest as You Near Retirement [Rate my Portfolio Series]


Episode 48


Join the newsletter: https://robberger.com/newsletter/?utm...

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.


Published on 2 years, 7 months ago






If you like Podbriefly.com, please consider donating to support the ongoing development.

Donate