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In this Mailbag, Jean talks to Cecilia, a 58-year-old listener, about asset allocation and portfolio management as she approaches retirement. She has a defined benefit pension and government benefits, but also wants to draw down on her portfolio for the first few years of retirement.
They explore the need to adjust asset allocation, the role of fixed income in your portfolio, and the importance of building a cash cushion for the initial years of retirement.
Have a question for us or want to jump on a call with Jean? Write in at [email protected].
Join the HerMoney community! For the latest episode drops and financial news-you-can-use, subscribe to our newsletter at Hermoney.com/subscribe!
Takeaways:
Chapters:
0:00 Introduction
2:11 Asset Allocation and Retirement Planning
5:13 Cash Cushion for the Initial Years of Retirement
8:02 Consulting with a Financial Advisor
11:00 Mortgage Payoff Strategies in Retirement
12:57 Individual Bonds vs. Bond Funds
15:00 Conclusion
The HerMoney with Jean Chatzky podcast is sponsored by Edelman Financial Engines. The podcast team and its host are neither employees nor clients of EFE, however, the show does receive fixed compensation and is a paid endorser and therefore has an incentive to endorse EFE and its planners. To learn more about the sponsorship, please visit PlanEFE.com/HerMoney.
Please contact [email protected] if you would like to advertise on our podcast, and to learn more about Airwave, head to www.airwavemedia.com.
Learn more about your ad choices. Visit megaphone.fm/adchoices
4.7
13741,374 ratings
In this Mailbag, Jean talks to Cecilia, a 58-year-old listener, about asset allocation and portfolio management as she approaches retirement. She has a defined benefit pension and government benefits, but also wants to draw down on her portfolio for the first few years of retirement.
They explore the need to adjust asset allocation, the role of fixed income in your portfolio, and the importance of building a cash cushion for the initial years of retirement.
Have a question for us or want to jump on a call with Jean? Write in at [email protected].
Join the HerMoney community! For the latest episode drops and financial news-you-can-use, subscribe to our newsletter at Hermoney.com/subscribe!
Takeaways:
Chapters:
0:00 Introduction
2:11 Asset Allocation and Retirement Planning
5:13 Cash Cushion for the Initial Years of Retirement
8:02 Consulting with a Financial Advisor
11:00 Mortgage Payoff Strategies in Retirement
12:57 Individual Bonds vs. Bond Funds
15:00 Conclusion
The HerMoney with Jean Chatzky podcast is sponsored by Edelman Financial Engines. The podcast team and its host are neither employees nor clients of EFE, however, the show does receive fixed compensation and is a paid endorser and therefore has an incentive to endorse EFE and its planners. To learn more about the sponsorship, please visit PlanEFE.com/HerMoney.
Please contact [email protected] if you would like to advertise on our podcast, and to learn more about Airwave, head to www.airwavemedia.com.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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