Spring Cleaning And Your Retirement Plan
Because market dynamism rejiggers portfolios with each new year, a little spring cleaning can ensure they hold up for the duration of your retirement. The standard advice focusing on portfolio overlap may require unneeded or unwanted portfolio...
An episode of the SA For FAs podcast, hosted by Seeking Alpha, titled "Spring Cleaning And Your Retirement Plan" was published on March 25, 2019 and runs 4 minutes.
March 25, 2019 ·4m · SA For FAs
Summary
Because market dynamism rejiggers portfolios with each new year, a little spring cleaning can ensure they hold up for the duration of your retirement. The standard advice focusing on portfolio overlap may require unneeded or unwanted portfolio surgery. Most retirees don’t need an exhausting overhaul; a simple tweak to your annual spending based on current portfolio value will do. We also offer two practical suggestions for those not yet retired, but concerned about keeping things tidy when the winter of their work years thaws.Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode Description
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