EPISODE · Dec 14, 2022 · 27 MIN
Episode 225: Rebalancing Basics, Cowbell in the U.K. And Poking At The New Deathstar
from Risk Parity Radio · host Frank Vasquez
In this episode we answer emails from Charlie, Jimi and Freya. We provide explanations of the concepts of rebalancing and reallocation, talk about a listener's favorite sound clip and about creating a simple starter portfolio for a very small U.K. investor. And we take a poke at the new Morningstar report on retirement forecasting and projected safe withdrawal rates, and the vast changes they made from last year.Links:New Morningstar Report: 2022 Retirement Withdrawal Strategies Report | MorningstarMichael Kitces Optimal Rebalancing Article: Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)Ernest P. Worrell: Ernest P. Worrell - WikipediaJim Varney: Jim Varney - Wikipedia"Hey Vern It's Earnest" Clip: Hey Vern It's Ernest.m4v - YouTubePaul Merriman "Sound Investing" Podcast on Portfolio for Grandchild: How to Create a Financial Legacy for a Child - Sound Investing | Podcast on SpotifyPortfolio Charts "My Portfolio" Analyzer: MY PORTFOLIO – Portfolio ChartsISVL Fund Page: iShares International Developed Small Cap Value Factor ETF | ISVLSupport the show
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In this episode we answer emails from Charlie, Jimi and Freya. We provide explanations of the concepts of rebalancing and reallocation, talk about a listener's favorite sound clip and about creating a simple starter portfolio for a very small U.K. investor. And we take a poke at the new Morningstar report on retirement forecasting and projected safe withdrawal rates, and the vast changes they made from last year. Links: New Morningstar Report: 2022 Retirement Withdrawal S...
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Episode 225: Rebalancing Basics, Cowbell in the U.K. And Poking At The New Deathstar
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