This week's episode on Roadmap to Retirement, I was joined by colleague and friend, Nick Savas. As financial planners, we get asked the question "how's my portfolio doing?" all the time. This episode, we discussed what a client should know when asking that question.
Key Takeaways:
- How to benchmark your portfolio
- What is S&P 500
- Should you be checking your portfolio regularly
- Rate of Return and why it's important
- Do you speak up when you overhear incorrect financial advice
- Best tip everyone should think about with financial planning
