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

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner