
About this episode
“Hey Mike, how often should a person review and rebalance their portfolio?” Join Mike and David as they discuss when it may make sense to rebalance and when it may make sense to leave your portfolio alone.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
Get every episode summarized
Each time How to Retire on Time publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from How to Retire on Time

When Tax Planning Matters
How to Retire on Time
May 1, 202613:14pending

Can You Retire With $250,000?
How to Retire on Time
Apr 30, 202631:07pending

At 55, How Much Should I Have Saved?
How to Retire on Time
Apr 29, 20267:54pending

Why Warren Buffet Isn’t 100% in Stocks
How to Retire on Time
Apr 24, 202617:01failed