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

from The Rob Berger Show · host Rob Berger

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.

What this episode covers

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.

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

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This episode is 28 minutes long.

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This episode was published on June 24, 2022.

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