Ask a YFP CFP® #23: Is my brokerage account portfolio allocated appropriately?
May 23, 2020
11:52
forum Ask episode
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Eric in Hoffman Estates, Illinois: Is my brokerage account portfolio allocated appropriately?
Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.