How Often Should I Rebalance in Retirement?

12 May 2025 • 20 min • EN
20 min
00:00
20:44
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We’re talking about rebalancing! Rebalancing is key to any retirement plan, but how often should we do it? That’s the topic of today’s retirement headlines segment, where we’re going to look at an article by by Jennifer Reed Key discussion points: 💵 Financial Considerations 💔 Emotional Considerations 🧩 Relational Considerations 📊 A Look at the Numbers Resource: Article by Jennifer Reed: Is The Optimal Rebalancing Strategy To Not Rebalance At All? https://www.fa-mag.com/news/is-there-an-optimal-rebalancing-strategy--maybe-82136.html  After that, I answer a listener question: “Could you discuss the financial emotional and relationship issues with disclaiming an inheritance?”  Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Work with Benjamin: https://retirementstartstoday.com/start Get the book! Retirement Starts Today: Your Non-financial Guide to an Even Better Retirement Follow Retirement Starts Today in Apple Podcasts, Spotify, Overcast, Pocket Casts, Amazon Music, or iHeart

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