Constructing a Portfolio in Retirement

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Pick your favorite financial publication. One minute, they tout a financial collapse and pending recession, and then seemingly on a dime, headlines change to - "cash yields are attractive" and "the stock market finishes at its highest level in twelve months." Making portfolio decisions through all the noise can be a challenge. What is the right investment strategy? How much should you put in stocks? Do you need bonds? CDs? What type of stocks or bonds? What about other or "alternative" investments. All are good questions and just touch the tip of the iceberg.

On this episode, hear Tyler Emrick, CFA®, CFP®, dive into these questions and, more broadly, how you should think about asset allocation -- aka your "investment recipe". Pay special attention to how aligning your financial life planning and your goals to your investment decisions is a critical step many misunderstand or overlook.

Here’s some of what we discuss in this episode:

• Determining how much you can afford to withdraw in retirement each month.
• Should you be favoring cash and bonds over stocks and what are the benefits of each?
• How to design the proper portfolio that aligns with your goals.
• Having a more dynamic retirement plan and a more dynamic investment plan.

Learn more about the Retire Smarter Solution ™: https://www.truewealthdesign.com/ep-45-retire-smarter-solution/

Have questions?

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