How Soon Before Retirement Should I Adjust My Portfolio?
James Conole, CFP® James Conole, CFP®
128K subscribers
13,064 views
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 Published On Oct 30, 2021

When should you adjust your portfolio to ensure you don't outlive your money?

Learn the tips & strategies to create your secure retirement.

⏰ TIMESTAMPS
00:00 - Introduction
1:34 - What We're Investing In
3:35 - Frequency of Returns
5:50 - Pension Options
8:05 - Portfolio Example
10:27 - How Do You Feel When You're Invested?
12:06 - When Do I Make The Shift?
13:37 - Working With Us

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