How to Unwind a Complicated Investment Portfolio

How to Unwind a Complicated Investment Portfolio

7,884 View

Publish Date:
1 October, 2023
Category:
Financial Planning
Video License
Standard License
Imported From:
Youtube

Today we'll discuss how to move from a complicated portfolio to a very simple investment portfolio.

Financial tools I use:

Empower (Investment Tracking, Retirement Planning): https://go.robberger.com/personal-capital/yt-def

New Retirement (Retirement Planner): https://go.robberger.com/new-retirement/yt-def

Tiller: (Budgeting): https://go.robberger.com/tiller/yt

My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B

My Favorite Credit Cards: https://www.allcards.com/best-credit-card-offers/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=Boilerplate

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3️⃣ 7-Step Financial Checkup: https://www.youtube.com/watch?v=mNWGWxKzKTY

#taxes #investing #robberger

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

LET'S CONNECT

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Twitter: https://twitter.com/Robert_A_Berger

DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.


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