Fix My Portfolio: Too Much In Stocks

This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions. Today's portfolio comes from Patrick Age = 70 Time to retirement = been retired for several years Allocation to stocks (90%), bonds (9%), cash (1%) Other things to know: Very high net worth (~$15 million and very low spend rate on assets)

Episode metadata supplied by the publisher feed · Published Apr 1, 2026

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Fix My Portfolio: Too Much In Stocks

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This episode was published on April 1, 2026.

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