EP 65 - Retirement Portfolio Construction
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EP 65 - Retirement Portfolio Construction
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About this listen
Building a retirement portfolio isn't just about what you invest in it's about where you hold it. Today's episode breaks down how smart asset location can make or break your retirement income.
Specifically, we are going to discuss:
- Two considerations when building a retirement portfolio.
- The importance of considering where you place investments through a tax lens.
- A conversation I have with all our successful retirees.
- The importance of a portfolio that can weather market uncertainty.
- A sample retirement portfolio.
Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.
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EPISODE RESOURCES:
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