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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

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.

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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.