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#062 - Introduction to Investing (Part 6 of 6) - Creating and managing your portfolio
Manage episode 355520407 series 3305727
Part 6 of 6 of a multi-part series on an introduction to investing. In this episode, Andy talks about how to create and manage your portfolio including what to consider when picking an asset allocation, how often to rebalance and how to do tax-efficient asset "location"
Links in this episode:
- My YouTube video - What is Sequence of Returns Risk
- My YouTube video - How to Optimize Asset Location
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
109 episodes
Manage episode 355520407 series 3305727
Part 6 of 6 of a multi-part series on an introduction to investing. In this episode, Andy talks about how to create and manage your portfolio including what to consider when picking an asset allocation, how often to rebalance and how to do tax-efficient asset "location"
Links in this episode:
- My YouTube video - What is Sequence of Returns Risk
- My YouTube video - How to Optimize Asset Location
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
109 episodes
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