374: Optimizing Your Retirement Plan: 5 Common Portfolio Mistakes and How to Avoid Them
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 7 July 2023
⏱️ 24 minutes
🧾️ Download transcript
Summary
This week's retirement reading is from the Morningstar titled, Are You Making These 5 Common Portfolio Mistakes? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/374.
Show Notes: Howardbailey.com/374
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Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading
Transcript
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| 0:00.0 | If you're a golfer, you know golf is a game of misses. |
| 0:03.6 | It's not about how good your good shots are. |
| 0:06.3 | It's about how good your bad shots are. |
| 0:09.0 | Investing isn't a whole lot different. |
| 0:11.6 | It's about mistake avoidance. |
| 0:13.7 | And some mistakes are more common than others. |
| 0:16.3 | The title of today's talk is, |
| 0:18.8 | are you making these five common portfolio mistakes? |
| 0:31.7 | Welcome to the Retire with Purpose podcast. My name is Casey Weed, where it is our mission to deliver clarity and purpose |
| 0:38.5 | and elevate meaning in your life through personal and practical financial strategies. |
| 0:43.2 | If you're new to the podcast, we do this in a couple of different ways. |
| 0:46.5 | Every other Monday we bring to you, one of our world-class guests, in a long-form interview-based |
| 0:52.0 | podcast covering both the financial and non-financial sides of life and |
| 0:56.4 | finance. |
| 0:57.4 | Every single Friday, though, what we're here for today, Marshall Johnson, my good friend and I, |
| 1:02.2 | we get together and we have a conversation, a deep conversation around one of the weekend |
| 1:06.7 | reading articles that we provided to you as part of our weekend reading for retirees email |
| 1:11.4 | series. That's an email that hits your inbox every single Friday. Our team, we go out, we sift through |
| 1:17.1 | the articles, and we deliver to you four trending articles to make your bottom line that much |
| 1:23.3 | better in retirement or on your way there. That could be the latest in investing, lettuce in |
| 1:28.5 | income strategies, tax strategies, and even, of course, some of the non-financial stuff as well. |
| 1:34.1 | You have to get this resource not just because you have those articles, the summaries, |
... |
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