We’ve done a review of Personal Capital in the past.
But sometimes there just isn’t a good way to put into words how well a new financial tool works.
Being able to show Good Financial Cents readers exactly how to sign up for an account with Personal Capital, look at what the tool looks like, and giving an overall walkthrough would require a video.
“But Jeff, I’ve never done a video!”, I explained… mostly calm.
“You can figure it out. Just give it a try. I think this is really important for readers to see.”, he retorted.
And that’s how we got here.
Hi, I’m Kevin Mulligan. I’m the newest contributor to Good Financial Cents. You can read a brief Q&A Jeff did with me, but don’t hesitate to leave a comment to get the conversation going.
Back to the video. Yes, I know I need to light up my face better the next time I’m putting together a video.
Besides that, I hope you enjoy the video and learn something about Personal Capital. I’ve really enjoyed the tool since I put this video together.
Don’t know what Personal Capital is?
Personal Capital is a unique tool designed to give you the true picture of your total portfolio even if it is spread out over several 401k, IRA, Roth IRA, and other investment accounts.
It was always a big frustration of mine to try to see the true investment picture when my financial accounts look like this:
- my work 401k
- my Roth IRA
- my wife’s Roth IRA
- my wife’s rollover IRA
- a Lending Club portfolio I am building (more on that in a future video)
Then Personal Capital came on the market. Seeing the total picture has never been easier. Once you import all of your accounts it gives you a full snapshot of your allocations across the entire portfolio.