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Should I Rebalance My Portfolio Now? episode artwork

EPISODE · Feb 22, 2023 · 34 MIN

Should I Rebalance My Portfolio Now?

from Retirement Answer Man · host Roger Whitney

Life is what happens to us when we are busy making other plans. This is especially true during transitions. As I transition to adding a new segment to this show, it’s gotten a bit messy. It’s been a bumpy road and not everything has gone according to plan.Listen in to hear how this applies to retirement planning. While you’re at it you’ll hear how to decide whether to rebalance a portfolio and how to nurture relationships. Press play so that you can start rocking retirement. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [0:39] Life is happening nowLISTENER QUESTIONS [5:35] Should I rebalance now?[11:52] Selling rental properties[16:13] Do I take the pension or the lump sum?BRING IT ON WITH NICK KENNEDY [21:28] The 4 quadrants of relational nutrients[29:29] Take action and be presentTODAY’S SMART SPRINT SEGMENT [31:50] Get the relational nutrient card and practice itResources Mentioned In This Episode Pension or Lump Sum on YouTubeBOOK - People Fuel by John TownsendRock Retirement ClubRoger’s YouTube Channel - Roger ThatBOOK - Rock Retirement by Roger WhitneyRoger’s Retirement Learning Center

What this episode covers

Life is what happens to us when we are busy making other plans. This is especially true during transitions. As I transition to adding a new segment to this show, it’s gotten a bit messy. It’s been a bumpy road and not everything has gone according...

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Should I Rebalance My Portfolio Now?

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Frequently Asked Questions

How long is this episode of Retirement Answer Man?

This episode is 34 minutes long.

When was this Retirement Answer Man episode published?

This episode was published on February 22, 2023.

What is this episode about?

Life is what happens to us when we are busy making other plans. This is especially true during transitions. As I transition to adding a new segment to this show, it’s gotten a bit messy. It’s been a bumpy road and not everything has gone according...

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