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We’re getting close to the start of the NCAA March Madness tournament and it’s time to pick our brackets. Bruce and Peg talk about why your strategy for picking your winning teams has similarities to your bracket picking plan.

Questions Answered Include: 

  • I’m looking to open a brokerage account for some supplemental income, separate from my retirement savings. Do you still recommend I work with a financial advisor, even if I’m still probably 30 years from retirement?
  • My husband enjoys trading stocks on his own, but it makes me nervous that he could be risking too much of our savings. Do you have any advice on how to talk to him about that and how we can come up with a solution for both of us.

Full Episode

 

Featured Segment: Robo Advisor

 

Featured Question

 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Neither Wealth Enhancement Group nor LPL Financial provides tax or legal advice.
Bruce Helmer

Bruce Helmer

Co-Founder, Financial Advisor and Author, Speaker and Host of the "Your Money" Radio Show

Bruce Helmer, a founding member of Wealth Enhancement Group, has been the host of the “Your Money” Radio Show for more than 20 years. He is also featured weekly on the Twin Cities CBS affiliate WCCO, and has penned three financial advice publications.