Index Investing Show

A $1.56 million Portfolio Report Card for R.S. in Oklahoma

May 12, 2016

In this episode, Host Ron DeLegge does a $1.56 million Portfolio Report Card for R.S., a married couple in Oklahoma. Does their investment portfolio pass or fail? He's 58, she's 56 and he works in the energy sector and is a few years away from retirement. Find out what kind of grade they get. Don't forget: To get your free portfolio checklist just TEXT 33444 and TYPE "Portcheck." Follow Ron on Twitter @ IndexShow neither hosts nor alters podcast files. All content © its respective owners.