How to Leave Your Investment Advisor (It's Easier Than You Think) скачать в хорошем качестве

How to Leave Your Investment Advisor (It's Easier Than You Think)

I've received countless emails from viewers sharing horror stories about their investment advisor. One viewer shared that his advisor had him in a complex 24-fund portfolio! Here's an email from a viewer named Dan: "I have a financial advisor at Edward Jones who has most of my retirement investments, I've rolled over all my 401ks to IRAs with her, about $500k worth now. She has me in a bunch of managed mutual funds. I would like to move everything to low cost ETFs like VTI. Does it make sense to move everything or does the cost of conversion typically outweigh the benefits? Should let those ride and put all my future investments in low cost index funds?" In today's video I'll walk though how to move your investments away from your investment advisor. We'll look at some things you should consider, along with where to move your investments and some ideas on how to invest your money. Join the newsletter: https://robberger.com/newsletter/?utm... ———————————— Video Resources ———————————— 3-Fund Article: https://robberger.com/three-fund-port... 3-Fund Video:    • How to Create a 3 Fund Portfolio | A Begin...   Betterment: https://robberger.com/go/betterment/y... M1 Finance: https://robberger.com/go/m1finance/yt... Fidelity: https://www.fidelity.com ———————————— Investing Tools ———————————— My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-cap... New Retirement (Retirement Planner): https://robberger.com/go/new-retireme... Stock Rover: https://robberger.com/go/stock-rover/yt- M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bo... ———————————— Credit Cards & Banks ———————————— My Favorite Credit Cards: https://www.allcards.com/best-credit-... My Favorite Online Banks: https://www.allcards.com/best-online-... ———————————— Popular Videos ———————————— 1️⃣ How to Create a 3-Fund Portfolio:    • How to Create a 3 Fund Portfolio | A Begin...   2️⃣ How I Manage 28 Accounts in One App:    • How I Manage 28 Financial Accounts in One ...   3️⃣ 7-Step Financial Checkup:    • A 7-Step Annual Financial Checklist for 2021   #advisor #investing #robberger 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 Youtube:    / @rob_berger   Facebook:   / financialfreedomguy   Twitter:   / robert_a_berger   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.