Retirement Planning

Should I Rebalance My Portfolio Now?

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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.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [0:39] Life is happening now LISTENER QUESTIONS [5:35] Should I rebalance now? [11:52] Selling rental properties [16:13] Do I take the pension or the lump sum? BRING IT ON WITH NICK KENNEDY [21:28] The 4 quadrants of relational nutrients [29:29] Take action and be present TODAY’S SMART SPRINT SEGMENT [31:50] Get the relational nutrient card and practice it Resources Mentioned In This Episode Pension or Lump Sum on YouTube

BOOK – People Fuel by John Townsend

Rock Retirement Club

Roger’s YouTube Channel – Roger That

BOOK – Rock Retirement by Roger Whitney

Roger’s Retirement Learning Center

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What started as a mission to share what's happening in the insurance world today has grown into your daily go-to for insurance, financial planning, and retirement planning news.