How To Build A Retirement Investment Portfolio

There are many nuanced factors to consider when creating a retirement investment portfolio. In this episode I go over some of the more important foundational building blocks, and how to begin the process of creating a retirement portfolio for you. More specifically, I discuss: Identifying a specific purpose for your different accounts, based on your financial plan Factoring in personal preferences when determining your portfolio allocation The goal of diversification Types of asset allocation Asset location and practical use cases For the links and extras mentioned in the episode, please visit the show notes page at retiredishpodcast.com/7 Retired-ish Newsletter Sign-Up Roth 5-Year Rules