Today I'm kicking off a 2-part series on Portfolio
In part one, I'm sharing:
What portfolio rebalancing is
How and where it fits into your retirement plan
The top 4 benefits of a systematic rebalancing process
If you want to learn how a simple rebalancing plan can boost
long-term investment returns, you're going to love this
About the Podcast
An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • Make Work Optional
Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income?
Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, I'll answer BIG financial questions and help you "stay wealthy" in retirement.