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How to Rebalance Your Portfolio in Retirement
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2025/6/11
Retirement Answer Man
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Chapters
This show is dedicated to helping you rock retirement
How to Quality Check Your Retirement Plan?
A Listener's Story About Early Retirement Challenges
What is Rebalancing, and Why Does It Matter in Retirement?
How Often Should You Rebalance Your Portfolio?
Step 1: Review Your Actual Spending Compared to Your Plan
Step 2: Adjust or Update Your Projected Spending for the Year Ahead
Step 3: Refresh Your Income Estimates and Update Asset Values
Step 4: Run a Feasibility Check Using Monte Carlo Simulations or Household Balance Sheet
Step 5: Test Your Plan’s Resilience and Update Your Allocation Strategy
Step 6: Consider Your Contingency Fund—How Much Cushion Do You Need?
Interview with Shannon and Karen: Traveling Internationally as Single Women in Retirement
Overcoming Hurdles in International Travel
Karen's Preference for Group Travel and Hiring Guides
Newer Tours: More Curated and Intimate Experiences
Advice for Single Women Nervous About International Travel?
Smart Sprint: Schedule a Retirement Rebalancing Meeting
Roger Reads from His Grandfather’s WWII Journal
Shownotes
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