Retirement Portfolio - Why & How You Should Rebalance Your Portfolio
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
4.7 • 585 Ratings
🗓️ 30 May 2022
⏱️ 12 minutes
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Transcript
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| 0:00.0 | Welcome to the early retirement show. If you are a long time listener, thank you. And if you are new to the show, as a reminder, this show is dedicated to helping you retire early, otherwise known as the show dedicated to helping you understand what you have to do to be in a position where you are financially free, where work is now optional. So whether you are a few years out from retirement and you just want to know everything to prepare |
| 0:25.5 | for that big date or you're new in your journey and you want to get a head start on maximizing |
| 0:31.9 | what you've worked so hard for throughout your life, this is the show for you. |
| 0:36.3 | So we discuss everything from investments to |
| 0:39.2 | taxes to insurance and everything that comes in between. So without further ado, let's go ahead |
| 0:45.1 | and hop into today's episode. Welcome back to the early retirement show. Today's episode is all |
| 0:51.4 | about rebalancing. Now, you've probably heard the term rebalancing before. |
| 0:56.2 | Today, we're going to walk through an example of what it is and really help you understand |
| 0:59.9 | how can this help you make more money, not just this year or next year, but really over the course |
| 1:05.2 | of your lifetime. So rebalancing is about how can you align your portfolio with your goals while the markets |
| 1:12.2 | are doing what they're doing. |
| 1:13.5 | So I think this is a really fun topic and a way to save tens, if not hundreds of thousands |
| 1:18.6 | over the course of your lifetime and also protect because oftentimes we're talking about |
| 1:24.3 | how can we make sure our money is working for us. |
| 1:26.9 | But working for us, but working for |
| 1:27.5 | us can also mean protecting. |
| 1:29.2 | And so it works in a few different ways, and that's what we're going to work through in |
| 1:32.7 | today's episode. |
| 1:34.4 | And before we hop right in, always like to say, thank you so much for all of the reviews |
| 1:39.8 | and for rating the podcast. |
| 1:41.4 | We've now hit 50 ratings, so I appreciate that, and the reviews |
| 1:44.9 | keep coming in. So every week, I'm going to go ahead and highlight a recent review just to say |
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