The Rob Berger Show

RBS 186: A Simple Way to Leave Your Financial Advisor to Invest On Your Own Without Fear (FQF)


Listen Later

In today's episode of Five Question Friday (FQF), we start with a strategy you might consider if you want to leave your expensive financial advisor but you are afraid of going it alone. Here are all the questions in today's show:

1. How to leave your financial advisor
2. TIPS ladder vs BND
3. Are Target Date Funds a Reasonable Option
4. If a person has over $250,000 in a Fidelity account, should they open up another account - say with Vanguard, Schwab, M1 Finance, or perhaps another brokerage - elsewhere as well?
5. How do we rebalance assets in Boldin? If we enter a 60/40 portfolio today, after a few years, it turns into 80/20, which means the software is not rebalancing automatically.2. For the BND fund, what rate of return will you use?

Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...

...more
View all episodesView all episodes
Download on the App Store

The Rob Berger ShowBy Rob Berger

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

183 ratings


More shows like The Rob Berger Show

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

440 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

810 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,311 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

534 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

744 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

549 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

673 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

193 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

627 Listeners

The Long View by Morningstar

The Long View

924 Listeners

Sound Investing by Paul Merriman

Sound Investing

343 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

816 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

148 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

951 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

106 Listeners