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Ask Paula: Is Mom Getting Ripped Off by Her Investment Advisor?!
Afford Anything
Assessing the Performance of a Mom's Investment Portfolio
21min Snip
00:00
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This chapter of the podcast episode analyzes the performance of someone's mom's investment portfolio over the last decade, questioning the underlying assets and benchmark comparison. It highlights that evaluating the portfolio's performance may not be ideal due to current market conditions but notes the significance of not significantly underperforming benchmarks. The chapter also briefly explores the IRS' view on Required Minimum Distributions (RMDs) for retirement accounts.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode