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.

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