RBS 186: A Simple Way to Leave Your Financial Advisor to Invest On Your Own Without Fear (FQF)

The Rob Berger Show

In today's episode of Five Question Friday (FQF), we start with a strategy you might consider if you want to leave your expensive financial advisor but you are afraid of going it alone. Here are all the questions in today's show:
1. How to leave your financial advisor
2. TIPS ladder vs BND
3. Are Target Date Funds a Reasonable Option
4. If a person has over $250,000 in a Fidelity account, should they open up another account - say with Vanguard, Schwab, M1 Finance, or perhaps another brokerage - elsewhere as well?
5. How do we rebalance assets in Boldin? If we enter a 60/40 portfolio today, after a few years, it turns into 80/20, which means the software is not rebalancing automatically.2. For the BND fund, what rate of return will you use?
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