Index Investing Show

Portfolio Report Card on a $1.5 Million Account for E.S. in WA

Dec. 11, 2015

In this episode, Host Ron DeLegge does a Portfolio Report Card on a $1.5 million for E.S. in Washington. She's 64 years old, single, and has hired a financial advisor. But she's uncertain if her investment plan is on track. Ron tells you if her portfolio PASSES or FLUNKS. Remember: ENROLL in Ron's new online course: Build, Grow, and Protect Your Money: A Step-by-Step Guide before 12/15 for just $39. (the enrollment fee will increase to $199 thereafter) neither hosts nor alters podcast files. All content © its respective owners.