Messy Portfolios, Missed Opportunities: Simplifying for Smarter Investing
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Messy Portfolios, Missed Opportunities: Simplifying for Smarter Investing
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We’re not judging. But after digging into a few too many cluttered portfolios lately, we figured it’s time to talk about some common mistakes that could be quietly chipping away at your progress. If you’re juggling old 401(k)s, multiple target-date funds, and accounts that don’t talk to each other, it’s time to take a closer look. You’ll learn how to spot inefficiencies, clean up clutter, and actually understand what you own, so your investments are working with your goals, not against them.
Key moments:
(04:49) We want diversification, but that doesn't mean more funds
(10:51) Mixing aggressive and conservative funds can throw off your entire investment strategy
(15:35) Some funds charge more than people realize, which can cut into returns
(27:34) Switching jobs can leave behind forgotten 401(k)s that need attention
Link mentioned in this episode:
- Morningstar.com to lookup expense ratios
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