Money For the Rest of Us cover image

When Should You Hire An Investment Advisor? Two Case Studies

Money For the Rest of Us

00:00

Should I Hire a Financial Advisor?

The portfolio aplication that this member has is similar to the moderately aggressive, adaptive model portfolio on money for the rest of us. The overall portfolio would be growing every year, and keeping pace with inflation. If inflation comes in at two point two % or less, inflation ends up being closer to three to four % over the next two decades on average per year. And we di not get into other sources of income. This member has guaranteed sources, pensions, o security.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app