#475 - Should I Rebalance My Portfolio Now?

Life is what happens to us when we are busy making other plans. This is especially true during transitions. As I transition to adding a new segment to this show, it’s gotten a bit messy. It’s been a bumpy road and not everything has gone according to plan.

Listen in to hear how this applies to retirement planning. While you’re at it you’ll hear how to decide whether to rebalance a portfolio and how to nurture relationships. Press play so that you can start rocking retirement.

Listener Questions - Should I rebalance my portfolio now?

One listener confesses to not being the best at this financial stuff. Now that they are 2-5 years away from retirement they wonder whether they should continue to contribute aggressively to their 401K or if it is time to rebalance.

The most important part of this decision is to create a feasible plan of record that focuses on their vision. Once they have that in place then they can begin to think about the process of moving from the accumulation to the distribution phase of retirement planning.

Slowing down and creating a road map will help them work their way through this transition. Listen in to hear what you need to know to work through this decision-making process.

Bring It On - The 4 quadrants of relational nutrients

Nurturing relationships is the key to developing a full and happy life. However, it is hard to ask for what we need from those we love. Check out the 6-Shot Saturday newsletter to get the download to get an important tool to help you work through your relationship needs.