Today I'm wrapping up our mini-series on Portfolio Rebalancing. Specifically, I'm sharing the 5 biggest pitfalls to watch out for. Why? Because making just one of these mistakes could wipe away the benefits of rebalancing entirely. So before you process your next rebalance (or let a computer handle it!), tune in to learn what they are and how to avoid them.

Today I'm wrapping up our mini-series on Portfolio Rebalancing. Specifically, I'm sharing the 5 biggest pitfalls to watch out for. Why? Because making just one of these mistakes could wipe away the benefits of rebalancing entirely. So before you process your next rebalance (or let a computer handle it!), tune in to learn what they are and how to avoid them.

Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them

An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional.

Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? 

Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on this retirement podcast, I'll answer BIG financial questions and help you "stay wealthy" in retirement.

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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on this retirement podcast, I'll answer BIG financial questions and help you "stay wealthy" in retirement.

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Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them

Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them

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