Episode 7: “How’s my portfolio doing?” With Nick Savas

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

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