Portfolio Report Card: Undressing a $97,262 Advisor Managed Roth IRA

How The US Governments Runaway Debt Changes Everything You Know About Taxes And Retirement

In this episode, Ron DeLegge @ETFguide dissects a Wall Street Journal article about the U.S. government's debt soaring past 100% of national GDP. Ron explains to you why actual government debt is 4x higher than the headline $27 trillion figure and how it will impact your taxes and retirement planning. Instead of lecturing you to hoard canned potatoes or to buy gold and bitcoin, Ron shows you why correct asset positioning is key to profitably beat the coming tsunami of higher U.S. income tax rates. ****************** More from Ron at ETFguide: 1. Get your investment portfolio analyzed and graded. https://tinyurl.com/yxwmgbum 2. Free ETF Guides https://tinyurl.com/y2gep5kj 3. Build, grow and protect your money with Ron's online classes https://tinyurl.com/yxm7aup7

Portfolio Report Card: Undressing a $97,262 Advisor Managed Roth IRA

In this episode of the Portfolio Report Card, Ron DeLegge, Founder @ETFguide analyzes and grades a $97,262 advisor managed Roth IRA for B.F., a married couple, in New York. What are the strengths and weakness? And how can they improve? B.F. are balanced investors and they're good savers. But they're worried about their advisor's fees and execution. Are they overpaying for financial advice? Is their advisor earning his keep? Does this portfolio pass or fail? Using his signature Portfolio Report Card analysis, Ron DeLegge examines and grades B.F.'s Roth IRA in key areas like cost, risk, diversification, taxes and performance. *****LINKS MENTIONED IN THIS EPISODE***** --The template Investment Policy Statements (IPS) mentioned in this episode are included in Ron's online class, here's the link: https://etfguide.teachable.com/p/buil... --What are your portfolio's strengths and weaknesses? Find out. Get your portfolio analyzed and graded by Ron at PortfolioReportCard.com. https://tinyurl.com/yxwmgbum

Portfolio Report Card: A $1.9 Million Inherited IRA Built for Someone Else

In this episode of the Portfolio Report Card, Ron DeLegge, Founder @ETFguide analyzes and grades a $1.9 inherited IRA for A.T. in Glendale, AZ. What are the strengths and weakness? And how can she improve? A.T. is a single, early 50's do-it-yourself growth investor but her inherited IRA is concentrated in income producing REITs and bonds. She wants to know if she should keep her inherited IRA intact or make changes. She's also worried about taxes. Does this portfolio pass or fail? Using his signature Portfolio Report Card analysis, Ron DeLegge examines and grades A.T.'s inherited IRA in key areas like cost, risk, diversification, taxes and performance. As you'll see, the chief obstacle with inherited money, besides emotional baggage, is the portfolio was built with the former owner's goals foremost in mind. And when those goals don't match the beneficiary's goals, compatibility issues occur. What are your portfolio's strengths and weaknesses? Find out. Get your portfolio analyzed and graded by Ron at PortfolioReportCard.com. https://tinyurl.com/yxwmgbum FYI, the template Investment Policy Statements (IPS) mentioned in this episode are included in Ron's online class, here's the link: https://etfguide.teachable.com/

Portfolio Report Card: Here's a $236,000 Retirement Account Worthy of Imitation

In this episode of the Portfolio Report Card, Ron DeLegge, Founder @ETFguide analyzes and grades a $236,000 retirement portfolio owned by W.H., a California (USA) couple in their mid-50s. What are the strengths and weakness? And how can they improve? W.H. plans to retire in 10-12 years. But they're unsure of unseen pitfalls that may be lurking. Are they on the right track? They are do-it-yourself (DIY) investors and planning for retirement along with having a comfortable retirement is a priority. Does this portfolio pass or fail? Using his signature Portfolio Report Card analysis, Ron DeLegge examines and grades W.H.'s retirement account in key areas like cost, risk, diversification, taxes, behavior, organization and performance. As you'll see, there are many good things about this retirement portfolio that are worthy of imitation. There are also some weak spots that need improvement. What are your portfolio's strengths and weaknesses? Find out. Get your portfolio analyzed and graded by Ron at PortfolioReportCard.com. https://tinyurl.com/yxwmgbum FYI, the template Investment Policy Statements (IPS) mentioned in this episode are included in Ron's online class, here's the link: https://etfguide.teachable.com/

Portfolio Report Card: A $3.1 Million Portfolio with Over Half Invested in One Stock

In this episode of the Portfolio Report Card, Ron DeLegge, Founder @ETFguide examines and grades a $3.1 million portfolio owned by E.A., a couple in their 50s. Is this a well-built investment portfolio or not? E.A. plans to retire in 5-7 years. But they've got over half their entire $3.1 nest egg banking on just one stock. Are they taking too much risk? They are do-it-yourself investors and dialing down risk is a top concern. Does this portfolio pass or fail? Using his signature Portfolio Report Card analysis, Ron DeLegge examines and grades E.A.'s retirement account in key areas like cost, risk, diversification, taxes and performance. What are your portfolio's strengths and weaknesses? Find out. Get your portfolio analyzed and graded by Ron at PortfolioReportCard.com. https://tinyurl.com/yxwmgbum FYI, the Margin of Safety worksheet and template Investment Policy Statements (IPS) mentioned in this episode are included in Ron's online class, here's the link: https://etfguide.teachable.com/p/build-grow-and-protect-your-money-a-step-by-step-guide #PortfolioReportCard #401k #DIYinvestor