Wealthcare for Women
Women's Retirement Radio (Not Currently Publishing New Episodes)
Rebalancing Your Investments. And Your Financial Plan - Episode 15
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Rebalancing Your Investments. And Your Financial Plan - Episode 15

Many of you might be familiar with the concept of portfolio rebalancing, or the idea of strategically moving your investments back to their target investment mix - or allocation - from time to time.

Well, the same holds true not just for your investments, but also for your entire financial plan.

Things change - with your investments and with your financial plan - because of... life.

Of course, the market changes too, but we can't control that.

Which is why it's important to understand the benefits of rebalancing when it makes sense.

Get in touch and let me know what you think.

And thank you for listening.

Visit my website to learn more.

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Wealthcare for Women
Women's Retirement Radio (Not Currently Publishing New Episodes)
Retirement planning discussion and education for women (and their families) in their 50s and 60s who want to retire on their own terms. We'll cover Social Security, Medicare, tax planning, lifestyle considerations, financial planning, investing, and much more. I invite you to listen and subscribe.
**Not currently publishing new episodes**