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Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them

Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them

FromStay Wealthy Retirement Podcast


Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them

FromStay Wealthy Retirement Podcast

ratings:
Length:
21 minutes
Released:
Feb 16, 2021
Format:
Podcast episode

Description

Today I’m wrapping up our mini-series on Portfolio Rebalancing. Specifically, I'm sharing the 5 biggest pitfalls to watch out for. Why? Because making just one of these mistakes could wipe away the benefits of rebalancing entirely. So before you process your next rebalance (or let a computer handle it!), tune in to learn what they are and how to avoid them. 
Released:
Feb 16, 2021
Format:
Podcast episode

Titles in the series (100)

Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, 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 grab FREE retirement resources by going to https://www.youstaywealthy.com.