Episode #139

20/20 Money Episode #139 – Should you compare your portfolio to a benchmark?

July 6, 2021

Welcome to this episode of 20/20 Money! I often get asked the question “Have I saved enough” for retirement or “How did my portfolio do compared to the benchmark?” In this episode, I’ll share with you why I think that’s the (semi) wrong question to be asking…and what the right questions to be asking are regardless of where you are in your wealth building timeline.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars.

Investors, prepare to be disappointed – The Irrelevant Investor

Start Planning Today

Don’t miss out on exclusive access to financial tips, strategies, and expert-led webinars. Subscribe to the “Planning Life, On Purpose” newsletter today and stay ahead of the planning curve!

Plan With Purpose – Subscribe Now!

Natixis Survey – The Next Normal

Episode Transcript

Enjoy our content? Subscribe for regular updates!

Related Podcasts

  • Practice Management
A blueprint to successfully recruit ODs to join small town practices with Dr. Andy Yaryan, OD

Arguably the biggest ongoing challenge practice owners face can be lumped into staff—both OD and non-OD alike. This challenge can…

Read Now
  • Practice Management
Remembering my grandpa: 3 financial lessons learned from Grandpa and Grandma Scholz that can shape your relationship with money

On this episode, I wanted to share a bit of a personal story about 3 lessons that I learned from…

Read Now
  • Practice Management
Rewind^3: Forget goal-setting and focus on purpose: a mindset conversation with Stephanie Bogan

Welcome to this episode rewind of 20/20 Money! In keeping with tradition of years past, I’m bringing back this episode…

Read Now
  • Practice Management
My most impactful books I read during 2025 (and the lessons I’ve learned)

In this reflective episode, we’ll explore the most impactful books I’ve read in 2025. From exploring personal growth and professional…

Read Now
  • Practice Management
The how and why of taking time (literally) out of the practice to work ON your practice with Drs. Julie Helmus & Paul Mormon, OD

Almost every business owner knows they need to spend time working ON and not just IN their business. But what…

Read Now
  • Practice Management
Why failure can be your friend with Dr. Chris Wolfe, OD

How can failure be your friend, and why should you embrace failure? On this episode—which is actually me guest-hosting Dr.…

Read Now