In this episode, Ron DeLegge does a Portfolio Report Card for ZK in Minneapolis, MN. He's a 55-year old single real estate broker and he has a $381,000 retirement plan spread across two traditional IRAs and one SEP IRA. His portfolio is managed by a financial advisor. Does he pass or fail? Find out.     

Get $100 if your Portfolio Report Card is an "A"

Follow us on Twitter @PTalkRadio

In this episode, Ron DeLegge does a Portfolio Report Card for ZK in Minneapolis, MN. He's a 55-year old single real estate broker and he has a $381,000 retirement plan spread across two traditional IRAs and one SEP IRA. His portfolio is managed by a financial advisor. Does he pass or fail? Find out. Get $100 if your Portfolio Report Card is an "A" Follow us on Twitter @PTalkRadio

In this episode,&nbsp;Ron DeLegge does a&nbsp;Portfolio Report Card for ZK in Minneapolis, MN. He's a 55-year old single real estate broker and he has a $381,000 retirement plan spread across two traditional IRAs and one SEP IRA. His portfolio is managed by a financial advisor. Does he pass or fail? Find out.&nbsp;&nbsp; &nbsp;&nbsp;

Get $100 if your Portfolio Report Card is an "A"

Follow us on Twitter @PTalkRadio

Portfolio Report Card: Grading a $381,000 Retirement Plan for ZK in Minnesota

Welcome to Portfolio Talk, an entertaining and insightful hour about the health of your investment portfolio. In every episode you’ll meet real life people just like you and find out how they’re saving and investing their money. Host, Ron DeLegge dissects and grades listener portfolios using a simple grading scale of A, B, C, D, and F. Does your portfolio pass or fail? Find out right here and at PortfolioReportCard.com.

Share Portfolio Report Card: Grading a $381,000 Retirement Plan for ZK in Minnesota

Sign up to save your podcasts

Portfolio Report Card: Grading a $381,000 Retirement Plan for ZK in Minnesota

Portfolio Report Card: Grading a $381,000 Retirement Plan for ZK in Minnesota