The theme this week on the One Minute Retirement Tip podcast is: A Week of Giveaways! Each day this week I’m offering a free tool that you can take advantage of to help you plan for a comfortable retirement. 

Today’s free tool is: An investment portfolio analysis, performed by yours truly. 

Many people collect accounts and investments over the years and have no idea how it all fits together into one cohesive strategy. If this sounds like you, then today’s free tool is for you. 

My investment portfolio analysis will look at: 

• How well diversified your portfolio is across sectors and styles
• How much in total you have in stocks, bonds, and cash
• How much overlap there is across the different funds and ETFs you own. Maybe all of them have the same top holdings. Chances are there’s some overlap with your holdings where you’re not as diversified as you can be.
• We’ll compare the results of your portfolio with the overall stock market to see how well your portfolio stacks up across multiple time periods. 
• And I’ll even show you the total portfolio income you’re currently generating from interest and dividends...an essential data point as you build a portfolio that is well-suited to retirement. 
• And lastly, I’ll show you what the total fees are of your retirement portfolio, so you can make sure that your fees are reasonable and aren’t dragging down your returns. 

This is something I’ve never offered on the podcast before, and it’s jam-packed with value! 

Just send me an email at [email protected] and I’ll send over instructions and a secure sharing link so you can send over a copy of your statements or a list of your investment holdings to me confidentially and securely. Again that’s [email protected].  

That’s it for today. Thanks for listening! My name is Ashley Micciche and this is the One Minute Retirement Tip. 

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance