Retire Me - Episode 4 - How Do I Build a Portfolio for Retirement?

Welcome to Retire Me Episode 4!

Welcome to Episode 4 of Retire Me

Today we talk about building a portfolio for retirement and touch on such topics as:

why the portfolio you have before retirement as you are working and saving should look different than the one you bring into retirement
the role of stocks and bonds in their portfolio
the impact of volatility on your portfolio as you are saving and its impact when you are beginning to draw income from your portfolio
why time and earning an income and having the ability to save are superpowers
why you should increase you bond allocation as you approach retirement
what is a reasonable asset allocation for retirees
how to handle large one-time expenses in retirement
The 4% withdrawal rule and it's usefulness going forward
When you might be able to take less or more than 4%
Why flexibility and constantly checking your retirement portfolio against your goals and needs is critical in retirement

Resources Discussed in this Episode:

Thank you for listening!

The information in this material is not intended as investment, tax, or legal advice. Please consult your advisor or tax professionals.