The Retirement Portfolio Shift- How to Make the Transition Smoothly

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.Questions Answered:How do we shift into a new allocation strategy?When should you begin that process?Timestamps:0:00 Intro3:08 The framework8:41 Where should you hold assets?14:14 What’s the timing?18:14 In summary19:11 OutroCreate Your Custom Strategy ⬇️ Get Started Here.