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Portfolio Talk

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Location:

San Diego, CA

Description:

Welcome to Portfolio Talk, an entertaining and insightful hour about the health of your investment portfolio. In every episode you’ll meet real life people just like you and find out how they’re saving and investing their money. Host, Ron DeLegge dissects and grades listener portfolios using a simple grading scale of A, B, C, D, and F. Does your portfolio pass or fail? Find out right here and at PortfolioReportCard.com.

Twitter:

@PTalkRadio

Language:

English


Episodes

Portfolio Report Card: A $294,439 Retirement Plan with a Taxing Problem

4/1/2015
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In this episode, Host Ron DeLegge does a Portfolio Report Card on a 401(k) plan valued at $294,439 for 60-yr old KE from Austin, TX. She owns 9 mutual funds and has six more years to go before retirement. How does her portfolio do when it comes to cost, diversification, risk, taxes, and performance? Does your investment portfolio pass or fail? Go to PortfolioReportCard.com to find out. Follow us on Twitter @PTalkRadio

Duration: 00:16:22


Portfolio Report Card: A Flawed $863,309 Advisor Managed Investment Plan

2/24/2015
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In this episode, Ron DeLegge does a Portfolio Report Card for PLR in Medley, FL. They are married couple in an early 60s and they recently became suspicious of their financial advisor. They own 17 mutual funds and 7 ETFs held across two traditional IRAs, two Roth IRA, and a taxable brokerage account. Are they being ripped off by their advisor? What what kind of grade will PLR's retirement portfolio get? A, B, C, D, or F? Get $100 if your Portfolio Report Card is an "A" Follow us on Twitter...

Duration: 00:21:42


Portfolio Report Card: A Doctor with a Sick $503,929 Retirement Plan

2/17/2015
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In this episode, Ron DeLegge does a Portfolio Report Card for BDD in Ft. Worth, TX. He’s a 55 year-old doctor and he wants to accumulate $3 million in 10 years. Can he do it? His current retirement plan is a 403(b) through the University of Texas and is valued at $503,929. He owns 10 mutual funds picked by a financial advisor he's hired. What what kind of grade will BDD's portfolio get? A, B, C, D, or F? Get $100 if your Portfolio Report Card is an "A" Follow us on Twitter @PTalkRadio

Duration: 00:19:04


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1/28/2015
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Duration: 00:00:02