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5 Common Portfolio Mistakes, Ep #360

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Manage episode 432556365 series 1232333
内容由Benjamin Brandt CFP®, RICP® and Benjamin Brandt CFP®提供。所有播客内容(包括剧集、图形和播客描述)均由 Benjamin Brandt CFP®, RICP® and Benjamin Brandt CFP® 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

It’s easy to make mistakes in your investment portfolio, but as you get closer to retirement, it becomes more important than ever to make sure you are maximizing your financial health so that you can achieve your long-term goals.

In this episode of Retirement Starts Today, we’ll take a look at an article written by Christine Benz which highlights several common errors that investors make. Listen in to avoid these mistakes and learn the actions you can take to rectify the problems.

Outline of This Episode
  • [1:34] Are you making these common portfolio mistakes?
  • [9:08] Does your asset allocation reflect your portfolio goals?
  • [12:13] Amy is worried about staying invested, what can she do?
Resources & People Mentioned Connect with Benjamin Brandt

Subscribe to Retirement Starts Today on

Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, orSpotify

  continue reading

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Artwork
icon分享
 
Manage episode 432556365 series 1232333
内容由Benjamin Brandt CFP®, RICP® and Benjamin Brandt CFP®提供。所有播客内容(包括剧集、图形和播客描述)均由 Benjamin Brandt CFP®, RICP® and Benjamin Brandt CFP® 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

It’s easy to make mistakes in your investment portfolio, but as you get closer to retirement, it becomes more important than ever to make sure you are maximizing your financial health so that you can achieve your long-term goals.

In this episode of Retirement Starts Today, we’ll take a look at an article written by Christine Benz which highlights several common errors that investors make. Listen in to avoid these mistakes and learn the actions you can take to rectify the problems.

Outline of This Episode
  • [1:34] Are you making these common portfolio mistakes?
  • [9:08] Does your asset allocation reflect your portfolio goals?
  • [12:13] Amy is worried about staying invested, what can she do?
Resources & People Mentioned Connect with Benjamin Brandt

Subscribe to Retirement Starts Today on

Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, orSpotify

  continue reading

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