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.

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Episode Transcript

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