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5 Common Portfolio Mistakes, Ep #360

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Manage episode 432556365 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.

It’s easy to make mistakes in your investment portfolio, but as you get closer to retirement, it becomes more important than ever to make sure you are maximizing your financial health so that you can achieve your long-term goals.

In this episode of Retirement Starts Today, we’ll take a look at an article written by Christine Benz which highlights several common errors that investors make. Listen in to avoid these mistakes and learn the actions you can take to rectify the problems.

Outline of This Episode
  • [1:34] Are you making these common portfolio mistakes?
  • [9:08] Does your asset allocation reflect your portfolio goals?
  • [12:13] Amy is worried about staying invested, what can she do?
Resources & People Mentioned Connect with Benjamin Brandt

Subscribe to Retirement Starts Today on

Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, orSpotify

  continue reading

351 episodes

Artwork
iconShare
 
Manage episode 432556365 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.

It’s easy to make mistakes in your investment portfolio, but as you get closer to retirement, it becomes more important than ever to make sure you are maximizing your financial health so that you can achieve your long-term goals.

In this episode of Retirement Starts Today, we’ll take a look at an article written by Christine Benz which highlights several common errors that investors make. Listen in to avoid these mistakes and learn the actions you can take to rectify the problems.

Outline of This Episode
  • [1:34] Are you making these common portfolio mistakes?
  • [9:08] Does your asset allocation reflect your portfolio goals?
  • [12:13] Amy is worried about staying invested, what can she do?
Resources & People Mentioned Connect with Benjamin Brandt

Subscribe to Retirement Starts Today on

Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, orSpotify

  continue reading

351 episodes

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