Ep 54: When & How to Rebalance Your Portfolio

All Things Retirement

Anthony Aulffo에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Anthony Aulffo 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2+ y ago 21:02

MP3•에피소드 홈

Are you unsure of when to rebalance and how to do it? In this episode, we’ll uncover the importance of rebalancing your portfolio and discuss everything from frequency to tax implications. Plus, we’ll share a cautionary tale about the consequences of neglecting rebalancing.
Here’s some of what we’ll discuss in this episode:

What does rebalancing actually mean? (3:26)
How often should you rebalance your portfolio? (4:59)
Are there tools to rebalance automatically? (9:33)
The tax implications you need to consider when rebalancing. (11:33)
An example of someone we worked with who didn’t do the proper rebalancing. (14:12)
What can you do to protect your savings and investments from inflation? (17:30)

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