EPISODE · May 8, 2026 · 4 MIN
What Happens If You Retire at the Wrong Time? Part 5 - Portfolio Construction and Social Security Timing
from Retirement Quick Tips with Ashley
Don't Retire With the Wrong Portfolio One of the most avoidable mistakes in retirement planning is carrying a growth-heavy, stock-concentrated portfolio right up to and into retirement. What worked when you were 40 and decades away from needing the money is a completely different risk profile at 62 or 65 when withdrawals are starting.
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What Happens If You Retire at the Wrong Time? Part 5 - Portfolio Construction and Social Security Timing
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