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Bad Timing Cost Fund Investors 17% Ep #319

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Manage episode 380566899 series 1232333
Content provided by Benjamin Brandt CFP®, RICP® and Benjamin Brandt CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Benjamin Brandt CFP®, RICP® and Benjamin Brandt CFP® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Would you like to make $170,000? On this episode, you’ll learn what you can do to save yourself 17% in lower returns over a decade. On a million-dollar portfolio that comes to $170,000!

In the Retirement Headline segment, we’ll dive into an article from Financial Advisor Magazine which explores Morningstar’s annual Mind the Gap study analyzing the performance of mutual and ETFs and comparing them to the returns achieved by individual investors. Press play to hear what you can do to improve your investor performance.

Outline of This Episode
  • [3:12] Bad timing cost investors 17% in gains
  • [14:45] When does a person need a financial advisor?
Resources & People Mentioned Connect with Benjamin Brandt

Subscribe to Retirement Starts Today on

Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify

  continue reading

340 episodes

Artwork
iconShare
 
Manage episode 380566899 series 1232333
Content provided by Benjamin Brandt CFP®, RICP® and Benjamin Brandt CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Benjamin Brandt CFP®, RICP® and Benjamin Brandt CFP® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Would you like to make $170,000? On this episode, you’ll learn what you can do to save yourself 17% in lower returns over a decade. On a million-dollar portfolio that comes to $170,000!

In the Retirement Headline segment, we’ll dive into an article from Financial Advisor Magazine which explores Morningstar’s annual Mind the Gap study analyzing the performance of mutual and ETFs and comparing them to the returns achieved by individual investors. Press play to hear what you can do to improve your investor performance.

Outline of This Episode
  • [3:12] Bad timing cost investors 17% in gains
  • [14:45] When does a person need a financial advisor?
Resources & People Mentioned Connect with Benjamin Brandt

Subscribe to Retirement Starts Today on

Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify

  continue reading

340 episodes

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