Portfolio Talk With Ron Delegge

An $89,000 Retirement Plan that Needs a Facelift

In this episode, Ron DeLegge does a Portfolio Report Card for PK in Rockville, MD. She’s 38, works in the public relations field and has an $89,000 retirement plan divided across just three mutual funds. Is PK’s investment plan on or off track? Does her plan get an A, B, C, D, or F? Host, Ron DeLegge analyzes and grades PK’s investment portfolio to find out how she does.

Get $100 if your Portfolio Report Card is an “A”

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