EPISODE · Sep 5, 2023 · 20 MIN
The Retirement Portfolio Shift- How to Make the Transition Smoothly
from Ready For Retirement · host James Conole, CFP®
It’s common knowledge to have a different portfolio allocation before retirement than you actually have in retirement. But how and when do we actually go about making that change?This episode is based on a listener question: Alan, has a portfolio mix weighted too heavily in stocks. As he shifts into retirement, he is looking to have a new allocation strategy. James discusses how to shift into a different allocation, when the right time to do that is, and what makes the most sense for Alan’s situation.Questions Answered:How do we shift into a new allocation strategy?When should you begin that process?Timestamps:0:00 Intro3:08 The framework8:41 Where should you hold assets?14:14 What’s the timing?18:14 In summary19:11 OutroCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!
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It’s common knowledge to have a different portfolio allocation before retirement than you actually have in retirement. But how and when do we actually go about making that change? This episode is based on a listener question: Alan, has a portfolio mix weighted too heavily in stocks. As he shifts into retirement, he is looking to have a new allocation strategy. James discusses how to shift into a different allocation, when the right time to do that is, and what makes the most sense for...
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The Retirement Portfolio Shift- How to Make the Transition Smoothly
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