Ask a YFP CFP® #23: Is my brokerage account portfolio allocated appropriately?

May 23, 2020

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?

Mentioned on the Show:

• YFP Planning
• Book a Free Financial Planning Call with a YFP CFP®
• YFP 72: Investing Mind Tricks: How Behavioral Bias Affects Our Decisions 
• YFP 73: How to Determine the Priority of Investing
• YFP 74: Evaluating Your 401k Plan
• YFP 75: DIY, Robo or Hire a Planner? 
• YFP 76: Investing Rapid Fire Q&A
• Send in your questions here or to [e-mail]

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.