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Afford Anything | Make Smart Money Choices

Ask Paula: How Do I Pick the Right Mix of Investments for My Retirement Portfolio?

Afford Anything | Make Smart Money Choices

Paula Pant | Cumulus Podcast Network

Entrepreneurship, Investing, Business

4.73.6K Ratings

🗓️ 6 July 2020

⏱️ 67 minutes

🧾️ Download transcript

Summary

#264: An anonymous listener, whom we call “Mary,” is curious about the auto-rebalancing feature offered by M1 Finance. Is it too good to be true? J isn’t happy with the target date retirement fund she chose for her 401k. She has limited options and is wondering: should she move funds around? If so, is now a bad time, considering the market volatility? Another anonymous listener is wondering how to choose the right mix of investments for a retirement portfolio. She also wants tips on rebalancing a portfolio. And when should she execute a Roth conversion? Tami has $160,000 in a G fund in her TSP. Should she move this money to a Lifestyle fund to increase her earnings? Andy and his wife contribute the maximum to their children’s 529 accounts, and they have three investment options to choose from. Should they continue with an aggressive managed portfolio, or choose something less risky? My friend and former financial planner Joe Saul-Sehy and I answer these questions on today’s episode. Enjoy! For more information, visit the show notes at https://affordanything.com/episode264 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

You can afford anything but not everything.

0:10.8

Every choice that you make is a trade-off against something else and that doesn't just

0:14.3

apply to your money.

0:15.3

That applies to your time, your focus, your energy, your attention, anything in your life

0:19.0

that is a scarce or limited resource.

0:21.4

And that leads to two questions.

0:22.8

Number one, what matters most to you?

0:25.6

Number two, how do you align the way that you handle your money, your time?

0:30.1

Your energy in order to reflect that which matters most?

0:34.1

Answering, these two questions is a lifetime practice.

0:37.7

And that is what this podcast is here to explore.

0:40.2

My name is Paula Pat.

0:41.2

I'm the host of the Afford Anything Podcast.

0:43.4

Every other episode I answer questions that come from you, the community.

0:47.0

And today, former financial planner Joe Saul Seahe is with me to answer these questions.

0:51.6

What's up, Joe?

0:52.6

Ain't that much, Paula?

0:54.0

You know what's amazing?

0:55.6

Every time I sit down and you and I preview the questions, I always

0:59.9

think, man, the bar just got higher.

1:02.4

Clearly today, everybody who asks a question deserves a gold star.

1:06.9

Wow.

...

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