How to Declutter Your Investment Portfolio

from Tae Kim - Financial Tortoise Hosted by Tae Kim - Financial Tortoise

► Join The Financial Tortoise Community!: https://financialtortoise.com/community► Empower - https://empower.sjv.io/financialtortoiseTimecodes:0:00 - Intro2:09 - Why Portfolios Get Cluttered4:58 - Cost of a Cluttered Portfolio7:01 - Step #1 - Declutter Diagnostic Audit9:02 - Step #2 - Define Target Portfolio10:08 - Step #3 - Consolidate Redundant Accounts11:14 - Step #4 - Simplify Your Tax-Advantaged Accounts11:57 - Step #5 - Simplify Your Taxable Accounts13:27 - The Permission to Let Go------------FAVORITE TOOLS:► SoFi - https://sofi.com/tae► Aura - https://aura.com/financialtortoise► Shortform - https://shortform.com/taekim► Squarespace - https://squarespace.syuh.net/financialtortoise► Empower - https://empower.sjv.io/financialtortoise► Monarch - https://financialtortoise.com/monarchLINKS:► Join the Newsletter: https://financialtortoise.com/newsletter► Favorite Books: https://financialtortoise.com/bestbooksDISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.

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How to Declutter Your Investment Portfolio

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This episode was published on September 30, 2026.

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