The Retirement Portfolio Shift- How to Make the Transition Smoothly

It’s common knowledge to have a different portfolio allocation before retirement than you actually have in retirement. But how and when do we actually go about making that change? This episode is based on a listener question: Alan, has a portfolio mix weighted too heavily in stocks. As he shifts into retirement, he is looking to have a new allocation strategy. James discusses how to shift into a different allocation, when the right time to do that is, and what makes the most sense for Alan’s situation. Questions Answered: How do we shift into a new allocation strategy? When should you begin that process? Timestamps: 0:00 Intro 3:08 The framework 8:41 Where should you hold assets? 14:14 What’s the timing? 18:14 In summary 19:11 Outro Create Your Custom Strategy ⬇️ Get Started Here. Join the new Root Collective HERE!