Bad Timing Cost Fund Investors 17% Ep #319 - a podcast by Benjamin Brandt CFP®, RICP®
from 2023-10-23T08:00
Would you like to make $170,000? On this episode, you’ll learn what you can do to save yourself 17% in lower returns over a decade. On a million-dollar portfolio that comes to $170,000!
In the Retirement Headline segment, we’ll dive into an article from Financial Advisor Magazine which explores Morningstar’s annual Mind the Gap study analyzing the performance of mutual and ETFs and comparing them to the returns achieved by individual investors. Press play to hear what you can do to improve your investor performance.
Outline of This Episode
- [3:12] Bad timing cost investors 17% in gains
- [14:45] When does a person need a financial advisor?
Resources & People Mentioned
- Boomer Benefits
- Boomer Benefits Facebook Group
- Financial Advisor Magazine article
- Take our book survey
- Schedule a meeting
- Garrett Planning Network
- Flat Fee Advisor Network
Connect with Benjamin Brandt
- Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/
- Follow Ben on Twitter: https://twitter.com/retiremeasap
- Join the newsletter: https://retirementstartstodayradio.com/newsletter
- Dive deeper into retirement planning with Ben at www.RetirementIncome.University
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