Why Now is the Time to Prepare Your Portfolio for Retirement | Live Q&A

We'll begin tonight discussing why now could be an ideal time to shift your portfolio toward your desired retirement allocation. Then I'll answer your questions.

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Timestamps

0:00 - Introduction
3:43 - Why Now is the Time to Prepare Your Portfolio for Retirement
16:37 - Checking the Poll
17:24 - New Poll
18:16 - Transferring assets and reinvest
20:26 - 4% Rule drop to 3%
26:02 - Is it okay to have 20% bonds
29:29 - Rebalancing during a downturn
30:46 - Art investment platforms
33:08 - NVDA
38:31 - My target allocation
40:32 - Having confidence to put funds in bonds
42:04 - PE ratios
43:58 - Inherited accounts with RMDs
47:06 - Leaving investments for heirs
49:29 - Transitioning from short term treasuries to bond funds
51:49 - PE high
52:58 - TSP
54:34 - Traditional retirement brokerage firms
55:51 - 100% S&P 500
1:04:48 - IRAs/RMDs
1:11:45 - SCHD in place of bonds
1:13:44 - Bond etfs
1:14:26 - Calculating pension into your portfolio
1:!6:37 - Conversion process
1:18:31 - FFRHX
1:22:46 - DTI ration expected in retirement
1:24:34 - Update on financial advisor list
1:29:03 - Fidelity Cash Management video
1:30:35 - 75% of projected SS in New Retirement
1:32:47 - Changing a 70/30 portfolio
1:38:23 - Fidelity's Wealth Management program
1:39:47 - Announcements
1:40:15 - Financial Freedom

#retirement #investing #robberger

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

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