All Things Retirement

Ep 54: When & How to Rebalance Your Portfolio

Apr 27, 2023 21:02

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…