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A Case for Simplicity: Investing Later in Life
May 30, 2023
00:00
05:55
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Lena discusses the investment risk of age-related cognitive decline in this episode of Retirement for Real. Discover how investing simply can make a significant difference in your retirement years.
Topics covered:
- Benefits of a simple investment portfolio
- Why older investors should assign a trusted contact person
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Meet Your Host
After graduating from the University of Arizona, I joined Teach for America, a nonprofit organization that places college graduates in low-socioeconomic schools across the country. I spent two years teaching first grade in North Las Vegas while earning my master’s degree in education from the University of Nevada, Las Vegas. I’m on a mission to provide a better investing experience for today’s investors. In March 2021, I joined Sensible Portfolios, a low-fee Registered Investment Advisor (RIA) founded by my father. It’s a family business and we treat our clients like family too.
At Sensible, we follow a few basic rules: Be nice to people, keep investing simple, and don’t charge high advisory fees. I’m passionate about showing investors the negative impact high fees have on reaching their retirement goals.
At Sensible, we follow a few basic rules: Be nice to people, keep investing simple, and don’t charge high advisory fees. I’m passionate about showing investors the negative impact high fees have on reaching their retirement goals.
