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Managing your investments doesn't have to be complicated. Yet it can become overwhelming as we add more investments to our portfolio or as the number of accounts grow. In this video I walk through seven steps you can take to simplify your investment portfolio.

Other Resources

📚 My Book (of course): https://amzn.to/2MsRJ9B
✅ Free Investment Tracking Spreadsheet: https://docs.google.com/spreadsheets/...

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. I'm also the Founding Editor of Forbes Advisor.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

LET'S CONNECT

Youtube:    / @rob_berger  

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.