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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Retirement Portfolio - Why & How You Should Rebalance Your Portfolio

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Ari Taublieb, CFP®, MBA

Retirement Planning, Save On Taxes, Careers, Personal Finance, Retirement, How To Retire, Business, Real Estate Investing, Investing, Stock Investing, Early Retirement, Entrepreneurship

4.7585 Ratings

🗓️ 30 May 2022

⏱️ 12 minutes

🧾️ Download transcript

Summary

Our topic on this episode of the Early Retirement podcast is about how to rebalance your portfolio. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Interested In Working With Ari? Apply Here Want a custom strategy to retire early? Get Started Today Here PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks li...

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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