When & How To Rebalance Your Portfolio

Retire On Your Best Path with Liz Whitteberry

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Are you unsure of when to rebalance and how to do it? In this episode, we’ll uncover the importance of rebalancing your portfolio and discuss everything from frequency to tax implications. Plus, we’ll share a cautionary tale about the consequences of neglecting rebalancing.

Discover why rebalancing is crucial for maintaining your desired risk tolerance and ensuring portfolio stability. Whether you're still working or already retired, find out how rebalancing can help align your investments with your goals. Don't miss out on this insightful episode that will help you navigate your financial path to retirement success!
Here’s some of what we’ll discuss in this episode:

• What is rebalancing and why is it important? (1:53)
• Portfolio and rebalancing software. (6:15)
• The importance of tax-efficient investing. (9:05)
• Liz shares a story about a couple that did not rebalance while they were working. (11:40)
• The overall impact of not doing this rebalancing. (15:02)

If you are interested in learning more about how we could help you plan for retirement, contact us here: https://www.bestpathadvisors.com/contact