Retirement Quick Tips with Ashley

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

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

Today, I'm talking about spending money to improve your health. When it comes to healthcare spending, I really think of it as an investment. I'm less focused on maximizing lifespan and more focused on maximizing healthspan—the number of years you're healthy, active, and able to enjoy life.

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

Today, I'm talking about splurges on memories, not stuff.

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

Today, I'm talking about spending money to buy back your time. The older I get, the more I realize how valuable time really is. And the older we get, the less of it we have, which makes it even more important not to waste it.