- The Retirement Portfolio Shift- How to Make the Transition Smoothly James Conole, CFP® 20:15
It’s common knowledge to have a different portfolio allocation before Retirement than you actually have in Retirement. But how and when do we actually go about making that change?
This episode is based on a listener question: Alan, has a portfolio mix weighted too heavily in stocks. As he shifts into Retirement, he is looking to have a new allocation strategy.
James discusses how to shift into a different allocation, when the right time to do that is, and what makes the most sense for Alan’s situation.
How do we shift into a new allocation strategy?
When should you begin that process?
3:08 The framework
8:41 Where should you hold assets?
14:14 What’s the timing?
18:14 In summary
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