How to Rebalance

Jill on Money with Jill Schlesinger

Audacy

Self-improvement, Business, Investing, Education

4.6 • 1.8K Ratings

🗓️ 10 March 2020

⏱️ 11 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Knowing when and how to rebalance is an essential part of managing a portfolio. But it's not as easy as it sounds, hence the latest call from Eric in Texas. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to the Jill on Money Call of the Week. We are presented by Marcus by Goldman Sachs.
0:09.0	This is our opportunity to help you with whatever's going on in your financial life.
0:14.8	It could be an investment question, it could be a tax question, and it also could be a retirement
0:20.0	plan or maybe even just a career decision.
0:23.0	Any way you slice it, we are happy to help you out.
0:27.0	All you have to do is send us an email.
0:29.0	Ask Jill at Jill on Money.com.
0:31.0	Ask Jill at Jill on money.
0:34.2	Or head to the website Jill on money.
0:36.0	We've got a contact button in the upper right hand corner.
0:39.3	Okay, let's get to it.
0:41.3	It's Eric in Texas. Good morning, Jill. Such a pleasure to talk to it. It's Eric in Texas.
0:43.3	Good morning, Jill.
0:43.9	It's such a pleasure to talk to you.
0:45.1	And you as well.
0:45.9	So I have a kind of a mashup of some different questions.
0:49.4	Speaking to financial planning, listen to every show you've put out,
0:52.4	read your book. This one is kind of an
0:54.3	overlap on a few things. So I'm 31 years old, active duty Air Force officer,
1:01.2	been in the seat for almost about eight years now. So I have a very
1:06.8	predictable salary. I know when I'll get raises, know about when I'll get promotions, bonuses, things of that nature.
1:15.0	So the financial planning outlook is actually fairly simple because I can see the next
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Audacy, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Audacy and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.