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Money For the Rest of Us

Invitation to Our Live Portfolio Review and Rebalancing Special Webinar

Money For the Rest of Us

J. David Stein

Investing, Investing Podcast, Business, Economics, Economy

4.51.4K Ratings

🗓️ 22 April 2026

⏱️ 4 minutes

🧾️ Download transcript

Summary

Please attend our live webinar on portfolio construction and rebalancing scheduled for Thursday, April 30th, at 12PM Eastern, 9AM Pacific time. I will cover the five steps to constructing and rebalancing a portfolio. I will also answer your questions.

You can sign up for this special webinar at https://moneyfortherestofus.com/webinar/

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Transcript

Click on a timestamp to play from that location

0:00.0

Hi, this is David. We don't have a regular podcast this week, but I wanted to invite you to a special

0:05.5

portfolio review and rebalancing live webinar that I'm hosting on Thursday, April 30th at 9 a.m.

0:12.9

Pacific time, 12 p.m. Eastern Time. During this webinar, I'll present my five steps of a comprehensive

0:19.5

portfolio review and asset mix rebounds.

0:23.1

These steps are analyze your current situation, understand your loss capacity and loss aversion,

0:29.5

model the range of potential wealth values at retirement, determine changes to making your

0:34.3

portfolio and savings rate, implement your plan. There'll be a dedicated

0:38.5

Q&A portion where I'll answer questions about building and rebalancing portfolios. I want this

0:44.2

webinar to be genuinely helpful for the community. You may have heard me talk about our upcoming

0:49.5

money for the rest of us live portfolio cohort, and while this webinar will touch on the upcoming portfolio cohort,

0:55.6

it will not be a pushy sales webinar.

0:58.5

It's really just a chance for us to get together.

1:00.9

I can answer your questions.

1:02.3

I can talk about the portfolio construction process.

1:06.1

And you can register for that webinar at moneyfor the Rest of Us.com slash webinar.

1:12.4

That's Money for the Rest of Us.com slash webinar.

1:17.0

Now, speaking of the cohort, registration for the Money for the Rest of Us live portfolio

1:22.0

cohort opens this Friday, April 24th at 9 a.m. Pacific time.

1:30.3

Registration will remain open until next week, April 24th at 9 a.m. Pacific time. Registration will remain open until next week,

1:38.4

April 30th at 1159 p.m. Pacific time or until all seats are filled. The cohort is only open to 25 investors, so don't hesitate to sign up if you're interested. I'm focusing this first money for the rest of us

1:45.9

live portfolio cohort on answering questions that investors in the decade before retirement often ask.

1:53.0

Questions like, am I on track to have enough money for retirement? Do I have the right asset mix

...

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