RBS 003: A Free Investment Tracking Spreadsheet

A review of an investment tracking spreadsheet you can download for free.

Free Investment Tracking Spreadsheet: https://bit.ly/3dMezSP

Same spreadsheet but with the rebalancing column: https://bit.ly/2vTUp8x

TOOLS & BOOKS I LOVE

My Book (of course): https://amzn.to/3by10EE

Personal Capital: http://go.robberger.com/PersonalCapital

Morningstar: http://go.robberger.com/Morningstar

Chase Sapphire Reserve: http://go.robberger.com/Sapphire_Reserve

ABOUT ME 

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

LET'S CONNECT

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.