Description

There are many nuanced factors to consider when creating a retirement investment portfolio. In this episode I go over some of the more important foundational building blocks, and how to begin the process of creating a retirement portfolio for you.

More specifically, I discuss:

• Identifying a specific purpose for your different accounts, based on your financial plan
• Factoring in personal preferences when determining your portfolio allocation
• The goal of diversification
• Types of asset allocation
• Asset location and practical use cases

For the links and extras mentioned in the episode, please visit the show notes page at retiredishpodcast.com/7

• Retired-ish Newsletter Sign-Up
• Roth 5-Year Rules