Today I'm kicking off a 2-part series on Portfolio Rebalancing. 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 episode.
Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement.
Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more.
Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and join the community at www.youstaywealthy.com.