2min chapter

Money For the Rest of Us cover image

When Should You Hire An Investment Advisor? Two Case Studies

Money For the Rest of Us

CHAPTER

Is the Robo Shwab Intelligent Portfolios Right for Me?

This member's biggest question is, is the robo shwab intelligent portfolios right for me? They've already hired an investment adviser. These shwab inte in portfolios have about 12 e t f in each account. The individual one that has 434 thousand is 94% stocks and about six % in cash.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode