Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, and I’m still on a summer hiatus, but I have another free resource for you this week:

An under-the-hood portfolio analysis.

An under the hood portfolio analysis will look under the hood of your portfolio, showing you how your portfolio is allocated among stocks, bonds, and cash; how much you have invested in each sector like tech and healthcare, and how well diversified your portfolio is across different regions as well. The analysis will even show concentrations in your portfolio of your top 10 stock holdings in your various investment holdings. 

You’ll receive a portfolio analysis report, as well as some expert insight from yours truly on how you can improve your portfolio, and any red flags that I see which could derail your investment portfolio. 

The analysis is free & confidential with no strings attached. 

If you’d like an under-the-hood portfolio analysis report, you can get started by sending me an email: [email protected]. I’ll send you instructions and an access link to a secure folder so you can send me what’s needed to send you the report and analysis. 

Again that’s [email protected]. 

I will be back with new episodes on August 28th, but in the meantime, enjoy these free resources that I’ll be continuing to roll out on Mondays until then. 

That’s it for today. Thanks for listening! I hope you have a blessed week! 

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