Women’s Retirement Radio
by Russ Thornton, CDFA
May 11, 2020 9:00 pm
Retirement planning discussion and education for professional women (and their families) in their 50s and 60s who want to retire on their own terms. We’ll cover Social Security, Medicare, financial planning, investing, and much more. I invite you to listen and subscribe.
Many of you might be familiar with the concept of portfolio rebalancing, or the idea of strategically moving your investments back to their target investment mix – or allocation – from time to time.
Well, the same holds true not just for your investments, but also for your entire financial plan.
Things change – with your investments and with your financial plan – because of… life.
Of course, the market changes too, but we can’t control that.
Which is why it’s important to understand the benefits of rebalancing when it makes sense.
Get in touch and let me know what you think.
And thank you for listening.
Visit my website to learn more.
Disclosures.
— Send in a voice message: https://anchor.fm/womens-retirement-radio/message
Recent Episodes
Rebalancing Your Investments. And Your Financial Plan - Episode 15
5 years agoThe Power of Replacing OR with AND - Episode 14
5 years agoThe Upside of a Downturn - Episode 13
5 years agoCollaborative Retirement Management: A Better Approach to Retirement Planning - Episode 12
5 years agoYou Always Have Choices Even When Times Are Uncertain - Episode 11
5 years agoYour Coronavirus Financial Action Plan - Episode 10
5 years agoMedicare Planning for Women and Their Families - Episode 9
5 years agoSocial Security Overview for Women - Episode 8
5 years ago6 Retirement Planning Considerations for Women - Episode 7
5 years agoYour Most Important Money Number - Episode 6
5 years ago