A retirement portfolio is a collection of investments that are held in a retirement account, such as a 401(k) or Individual Retirement Account (IRA). The purpose of a retirement portfolio is to help you save and grow your money for retirement, while also taking into account your risk tolerance and investment goals.
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? Show Notes In this episode, Roger Whitney dives into the essential elements of not just surviving, but thriving in retirement. We kick off with a listener's story about the challenges of early retir...
Thermodynamics vs. Your Retirement Portfolio The universe is rigged against your wealth (here’s proof) Dr. Chen, physics isn’t just theoretical—it’s ... Read more...
In this episode, we walk through a retirement planning scenario involving a couple in their early 60s with a $4 million investment portfolio. Their financial plan reveals something surprising: they ma...
Tariffs killed Carl’s investment portfolio and left him wondering if he should claim Social Security early. Joe Anderson, CFP® and Big Al Clopine, CPA spitball for him today on Your Money, Y...
Real estate investing professional explains the tax advantages and efficiencies of investing in car wash real estate....
If you’ve ever watched your portfolio take a nosedive during a market downturn, you have probably felt that gut-wrenching feeling, ... Read more...
What should you do when the asset allocation of your retirement portfolio drifts? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on rebalancing for DJ in St. Louis, today on Your Money, Your ...
Episode 471: Market review and a list of stocks from my portfolio that are exhibiting long term strength and resilience. Sign up for free ALERTs & Market Commentary at: https://www.investablewealt...
Jeffrey and Cindy came to me with $3 million saved and one big question: How much can we actually spend in retirement? In this video, we walk through a retirement planning scenario—looking at sp...
Simplifying your financial life is hard. Here are 16 real-life dilemmas where I'm trying to figure out how I can erase portfolio complexity. The post Simplify, Simplify, Simplify — Real-Life Dil...
And reduce volatility. A few decades ago, private equity was considered a 'cottage industry.' Now, it is a multitrillion-dollar asset class....
Shielding Your Wealth: How Precious Metals Fortify Your Portfolio in 2025’s Economic Chaos...
If a significant chunk of your portfolio is tied up in a single stock, you'll need to make sure it won't disrupt your retirement and legacy goals. Here's how....
Most investors rely heavily on traditional stocks and bonds to build their wealth — and for good reason. These assets ... Read more...
A few weeks ago, we did an example of how our portfolio is taxed after retirement, and showed that by constructing a portfolio using low-cost index ETFs and holding those assets in the right retiremen...
It’s that time of year again: Earth Day! You’re probably thinking it’s about planting trees or maybe getting lectured about ... Read more...
If you’ve built up the courage to check your portfolio lately, you might have felt a jolt. As of the ... Read more...
Spending flexibility isn't only taking a little bit less from your portfolio for one year. It could mean spending a lot less for 10 years. The post How Flexible Might You Have to Be in Retirement? app...
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
In "A Wealth of Well-Being," Dr. Meir Statman helps us construct a portfolio not simply consisting of financial assets, but a portfolio of life....
American workers have an abundance of retirement accounts to choose from, but which are best? Even experts disagree on the ideal mix of retirement accounts....
This week’s blog post points to my latest YouTube video where I share an update on my two taxable dividend income portfolios. The combined portfolio pays me about $13,633 per year in dividend in...
Context; I retired 2.5 years ago after a lifetime teaching biology and chemistry. I have a decent pension and a property portfolio so financially I’m secure and don have to worry about money, fo...
Investing is one of the best ways to build wealth, but that doesn’t mean it’s easy. The market doesn’t care about emotions, hype, or shortcuts, and bad habits can do serious damage t...
International stocks are finally outperforming U.S. equities after years of lagging behind....
Trump’s tariff threats are hammering the stock market and could mean trouble for our already vulnerable retirement portfolios....
If you’re looking to improve your 401(k) performance in 2025, there is an often-overlooked strategy that may help. It’s called rebalancing. And failing to rebalance your portfolio could me...
Regardless of the markets’ machinations, we can absolutely continue to make progress in our financial plan beyond our portfolio. This exercise from Daniel Pink shows how....
Relying only on portfolio income is achievable for high-net-worth individuals and those with the right mix of investments. Is it for you?...
The stock market is nothing if not volatile these days. When it takes a dip, a well-managed, properly diversified portfolio could help you ride out the storm....
How Treasury bonds can protect your retirement nest egg. The upside, risk and low-down on T-bonds....
As a physician or high-income professional, you are uniquely positioned when it comes to financial independence. Years of rigorous education ... Read more...
This is my first time posting here so here goes. I am a 67 year old Canadian who will retire in Jan 2026. Currently, I have ~50% of my RSP with Questrade (XSP, XQQ, BTCX, ETHB, ZEB, as major holdings ...
In this episode, we tackle the complexities surrounding private equity in retirement portfolios. Join Roger as he navigates a listener's inquiry about the necessity and implications of investing in pr...
A good investment portfolio is diversified, low-cost, passively managed, and consistent with your risk tolerance. Which one is best for you? The post Best Investment Portfolios — 150+ Portfolios...
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
Does Warren Buffett really think you should have a 90/10 asset allocation? Let's dive into what the multi-billionaire really believes. The post The 90/10 Warren Buffett Portfolio? appeared first on Th...
Just because large value stocks have performed well lately doesn't mean you should stop diversifying your portfolio. Here's why not. The post Don’t Abandon Your Diversification appeared first on...
What do the Trump Administration tariffs mean for your investment portfolio? And what steps should you take to protect your money? The post Staying the Course Despite the Trump Tariffs appeared first ...
Investing can often feel like riding a rollercoaster of exciting highs and daunting lows. This week, we’re digging into the intricacies of the financial planning process, focusing particularly o...
There are hundreds of methods for how to spend from a retirement portfolio. Let's go over a few of them to see what might work best for you. The post Comparing Portfolio Withdrawal Strategies in Retir...
While our portfolio didn't do quite as well as the S&P 500, we still had a solid year. But what about all of our real estate holdings? The post How Our Portfolio Performed in 2024 (Including Real ...
Do you even realize how leveraged your life is? If your debts are higher than your portfolio, you ought to consider paying them down. The post Deleveraging Your Life appeared first on The White Coat I...
Thanks to everyone who responded to the recent book giveaway. Your encouragement and kind words were uplifting. The responses gave me lots of topics to focus on in 2025. I received 104 responses. Cong...
As a retiring lifetime investor in ETFs and mutual funds, I want to add some stability to my portfolio. For me, that means adding bonds (probably to get to a 70/30 ratio). The learning curve is steep ...
On January 1st we conducted our Annual Financial Review for our retirement portfolio. I’m smiling. Since I retired in June 2018, the S&P 500 has had a nominal annualized return […] Th...
Crypto Portfolio Management: Strategies, Tools, and Best Practices for 2025...
Well, 2024 is over, and now we can look back on our investments and see how they did for the year. It was a year of extremes in the news. Wars raged on in Ukraine and the Middle East, multiple natural...
In need of some guaranteed income? An annuity may be the answer if you check off any of these boxes....
Make sure your family’s property assets are stewarded from one generation to the next...