We're talking about rebalancing! Rebalancing is key to any retirement plan, but how often should we do it? That's the topic of today's retirement headlines segment, where we're going to look at an article by by Jennifer Reed
Key discussion points:
💵 Financial Considerations
💔 Emotional Considerations
🧩 Relational Considerations
📊 A Look at the Numbers
Resource:
Article by Jennifer Reed: Is The Optimal Rebalancing Strategy To Not Rebalance At All? https://www.fa-mag.com/news/is-there-an-optimal-rebalancing-strategy--maybe-82136.html
After that, I answer a listener question: "Could you discuss the financial emotional and relationship issues with disclaiming an inheritance?"
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