How to EASILY Outperform Robo-Advisors - podcast episode cover

How to EASILY Outperform Robo-Advisors

Mar 21, 20245 minSeason 2Ep. 20
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Episode description

It’s easy to outperform robo-advisors.

Why?

Because they don’t even try to outperform, they try for reasonable returns with less risk.

You would think robo-advisors would just invest in a few broad indexes, but often they don’t. And they require you to invest in bonds no matter how high your risk tolerance.

Robo-advisors are big investment companies, not financial planners. They’re more likely to lose a client because of a 30% one year decline, than 10 years of lagging the index, so they focus on market fluctuations and not your life goals.  

This post is about performance. How to get the maximum reliable long-term return. It is not about risk-adjusted returns. It’s about getting a high enough return to achieve your life goals in your Financial Plan.

In my latest podcast episode (under 4 minutes!), you’ll learn exactly how to EASILY outperform robo-advisors.

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