DR 314: How to Leave Your Expensive Investment Advisor

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Manage episode 233876078 series 1316850
By Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio streamed directly from their servers.

In this podcast, Rob takes a deep dive into what you get when you pay high advisory fees. He compares the Fidelity Freedom 2050 target retirement fund with the similar Vanguard 2050 retirement fund. He ends off with three questions to ask yourself before you leave an expensive managed investment fund:

  • Is my advisor’s strategy truly adding value to my portfolio?
  • Am I comfortable having all my money in just three or four funds?
  • How will I handle it when my portfolio underperforms?

316 episodes available. A new episode about every 15 days averaging 43 mins duration .