In this episode, Host, Ron DeLegge, Chief Portfolio Strategist @ ETFguide does a Portfolio Report Card for
PLR in Medley, FL. They recently became concerned about their financial advisor’s fees and performance and they wanted to find out how their investment portfolio is doing. They’re in their early 60s and their $863,000 investment portfolio is divided among two traditional IRAs, two ROTH IRAs, and a taxable account.
Ron’s Top Investing Tools:
1. Portfolio Report Card https://tinyurl.com/yxwmgbum
2. Free ETF Guides https://tinyurl.com/y2gep5kj
3. Step-by-Step Guide for Protecting Your Assets https://tinyurl.com/yxm7aup7
4. Index Investing Show https://tinyurl.com/y3862uaa
5. Rescue Plan for Retirement Late Savers https://tinyurl.com/y55qqpth
6. Profit During Crashing Markets https://tinyurl.com/y29qydxz
7. Fixing Hidden Flaws Inside Your Retirement Account https://tinyurl.com/y4vu4dc7
8. Online Learning @ ETFguide https://tinyurl.com/y4k23br2
