How to Declutter Your Investment Portfolio

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Timecodes:

0:00 - Intro
2:09 - Why Portfolios Get Cluttered
4:58 - Cost of a Cluttered Portfolio
7:01 - Step #1 - Declutter Diagnostic Audit
9:02 - Step #2 - Define Target Portfolio
10:08 - Step #3 - Consolidate Redundant Accounts
11:14 - Step #4 - Simplify Your Tax-Advantaged Accounts
11:57 - Step #5 - Simplify Your Taxable Accounts
13:27 - The Permission to Let Go

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DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.