This week’s episode on Roadmap to Retirement, I was joined by colleague and friend, Nick Savas. As financial planners, we get asked the question “how’s my portfolio doing?” all the time. This episode, we discussed what a client should know when asking that question.

Key Takeaways:

– How to benchmark your portfolio

– What is S&P 500

– Should you be checking your portfolio regularly

– Rate of Return and why it’s important

– Do you speak up when you overhear incorrect financial advice

– Best tip everyone should think about with financial planning