The Rob Berger Show

RBS 227: 3 Essential Tools to Evaluate Your Investment Portfolio


Listen Later

A viewer asked me to suggest some tools he could use to evaluate his investment portfolio and asset allocation. So in this video we looked at three of my favorite investment tools:

1. Empower: https://go.robberger.com/empower/yt-3...
2. Kubera: https://go.robberger.com/kubera/yt-3-...
3. Google Sheets: https://robberger.com/investment-trac...

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

442 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

1,310 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

533 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®

548 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

814 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

945 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

106 Listeners