Retire With Ashley

It's Sunday and I'm wrapping up the week by summarizing this week's theme: Fix My Portfolio

This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions.

Today's portfolio comes from Cecilia

• Age = 60

• Time to retirement = just retired last month

• Allocation to stocks (54%), bonds (32%), cash (14%)

This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions.

Today's portfolio comes from Edward

• Age = 76

• Time to retirement = just retired - wife is 62 and plans to continue working ~5 more years

• Allocation to stocks (63%), bonds (14%), cash (23%)

This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions.

Today's portfolio comes from Benjamin

• Age = 59

• Time to retirement = retired, takes income from investment portfolio, and does part time consulting work

• Allocation to stocks (74%), bonds (23%), cash (2%), other (1%) - small amount in metals and bitcoin

• Portfolio concentrations = 1 volatile, untested tech stock = 23% of the portfolio

This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions.

Today's portfolio comes from Patrick

• Age = 70

• Time to retirement = been retired for several years

• Allocation to stocks (90%), bonds (9%), cash (1%)

• Other things to know:

• Very high net worth (~$15 million and very low spend rate on assets)

This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions.

Today's portfolio comes from Bridget

• Age = 66

• Time to retirement = already retired for a few years

• Allocation to stocks (20%), bonds (30%), cash (50%)

Welcome to The Retirement Quick Tips Podcast, your daily guide to preparing for and living your best retirement. I'm your host Ashley Micciche, and this week's topic is:

Fix My Portfolio

Welcome to The Retirement Quick Tips Podcast, your daily guide to preparing for and living your best retirement. I'm your host Ashley Micciche, and this week, I'm talking about:

Iran Conflict: What It Means for Markets, Inflation, and Your Retirement

It's Sunday and I'm wrapping up the week by summarizing this week's theme: Smart Splurges: The Things I Love Spending Money On

In case you missed any episodes this week, I shared examples of where I gladly spend money, including buying back time through outsourcing tasks, investing in my health to maximize my healthspan, and prioritizing meaningful time and experiences with the people I love.

This week on the Retirement Quick Tips podcast, I'm talking about Smart Splurges: The Things I Love Spending Money On

So far this week, I've talked about some of the areas where I think it's smart to spend:

• Buying back time

• Optimizing health

• Spending quality time and creating memories with family and friends

So hopefully the examples I've given of my favorite smart splurges have got you thinking about where it makes sense to spend lavishly. In order to use money in a way that increases contentment and happiness, it's important to spend in a way that is consistent with what you value most.

So I want to revisit questions I asked earlier this week