Retire On Your Best Path with Liz Whitteberry
If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.
Retire On Your Best Path with Liz Whitteberry
The Art of Rebalancing
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Liz Whitteberry
We all know that rebalancing our portfolio is important, but when should we do it? Is it a December tradition- a January jumpstart? Or should it be triggered by your life changes or a change in the economy?
In this episode, Liz dives into the art of rebalancing. From calendar-based strategies to threshold triggers, life events, and market shifts, Liz breaks down the when, why, and how of keeping your portfolio aligned with your goals. Tune in to learn how rebalancing can optimize your investments and keep you on track for a confident retirement.
Here’s some of what we discuss in today’s show:
- What is rebalancing and why is it important?
- What is calendar-based rebalancing?
- What is threshold-based rebalancing?
- How do life events impact rebalancing?
- Should market conditions drive rebalancing?
Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube
