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Portfolio Rebalancing: The Top 4 Benefits for Retirement Investors

Portfolio Rebalancing: The Top 4 Benefits for Retirement Investors

Today I’m kicking off a 2-part series on Portfolio Rebalancing.

In part one, I’m sharing:

Key Takeaways
  1. What portfolio rebalancing is
  2. How and where it fits into your retirement plan
  3. 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.

How to Listen to Today’s Episode

Episode Links & Resources:

Episode Transcription

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— ABOUT

About the Show

The Stay Wealthy Retirement Podcast 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 tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, investments, social security, and more!

Every episode will give you actionable tips to help you preserve your hard-earned money and "stay wealthy" in retirement.

Proud Member of the Retirement Podcast Network.

About Taylor

Taylor R. Schulte, CFP®

I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.