DR 314: How to Leave Your Expensive Investment Advisor - a podcast by Rob Berger

In this podcast, Rob takes a deep dive into what you get when you pay high advisory fees. He compares the Fidelity Freedom 2050 target retirement fund with the similar Vanguard 2050 retirement fund. He ends off with three questions to ask yourself before you leave an expensive managed investment fund:

• Is my advisor’s strategy truly adding value to my portfolio?
• Am I comfortable having all my money in just three or four funds? 
• How will I handle it when my portfolio underperforms? 

Further episodes of The Dough Roller Money Podcast

Further podcasts by Rob Berger

Website of Rob Berger