Here's How a Pension Should Change Your Investment Strategy

from Ready For Retirement · host James Conole, CFP®

James debunks common misconceptions about retirement portfolio allocation and explains how to factor in your pension, social security, and other fixed-income sources into your plan. He discusses the importance of dividends in assessing investment performance, risk capacity and tolerance, and how mastering them can help determine your optimal retirement portfolio allocation.Questions answered:How should you allocate your portfolio in retirement, considering pensions, social security, and other fixed-income sources?What is risk capacity, and how does it factor into portfolio allocation in retirement?Timestamps:0:003:34 The wrong way5:09 The right way5:14 Example 17:59 Risk capacity14:53 Example 219:05 Another consideration21:00 Risk tolerance21:40 Example 322:28 The emotional side24:35 OutroCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!

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Frequently Asked Questions

How long is this episode of Ready For Retirement?

This episode is 25 minutes long.

When was this Ready For Retirement episode published?

This episode was published on October 17, 2023.

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Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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