RBS 186: A Simple Way to Leave Your Financial Advisor to Invest On Your Own Without Fear (FQF) episode artwork

EPISODE · Jan 20, 2025 · 27 MIN

RBS 186: A Simple Way to Leave Your Financial Advisor to Invest On Your Own Without Fear (FQF)

from The Rob Berger Show · host Rob Berger

In today's episode of Five Question Friday (FQF), we start with a strategy you might consider if you want to leave your expensive financial advisor but you are afraid of going it alone. Here are all the questions in today's show:1. How to leave your financial advisor2. TIPS ladder vs BND3. Are Target Date Funds a Reasonable Option4. If a person has over $250,000 in a Fidelity account, should they open up another account - say with Vanguard, Schwab, M1 Finance, or perhaps another brokerage - elsewhere as well?5. How do we rebalance assets in Boldin? If we enter a 60/40 portfolio today, after a few years, it turns into 80/20, which means the software is not rebalancing automatically.2. For the BND fund, what rate of return will you use?Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

Episode metadata supplied by the publisher feed · Published Jan 20, 2025

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In today's episode of Five Question Friday (FQF), we start with a strategy you might consider if you want to leave your expensive financial advisor but you are afraid of going it alone. Here are all the questions in today's show: 1. How to leave your financial advisor 2. TIPS ladder vs BND 3. Are Target Date Funds a Reasonable Option 4. If a person has over $250,000 in a Fidelity account, should they open up another account - say with Vanguard, Schwab, M1 Finance, or perhaps another brokerag...

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RBS 186: A Simple Way to Leave Your Financial Advisor to Invest On Your Own Without Fear (FQF)

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