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Should I Rebalance My Portfolio Now?

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Manage episode 356049158 series 2415308
Content provided by Roger Whitney and RMA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roger Whitney and RMA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://cloudutil.player.fm/legal.

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

  continue reading

521 episodes

iconShare
 
Manage episode 356049158 series 2415308
Content provided by Roger Whitney and RMA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roger Whitney and RMA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://cloudutil.player.fm/legal.

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

  continue reading

521 episodes

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