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How To Build An Investment Portfolio For Retirement
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Planning for retirement? Learn how to build a smart retirement investment portfolio! In this episode of The Wealth Mindset Show, Austin, Josh, Chase, and Jess explore how to adjust your investment strategy as you approach retirement, generate reliable income, and avoid common missteps of retirees. Discover withdrawal strategies, portfolio allocation tips, and how to protect your nest egg in any market.
For the full transcript, show notes, and resources, visit thewealthmindsetshow.com/s2e9
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Chapters
1. How To Build An Investment Portfolio For Retirement (00:00:00)
2. Investing in Retirement Vs. Your Working Years (00:01:20)
3. Key Components of a Successful Investment Portfolio (00:03:12)
4. Adjusting Your Portfolio As Your Approach Retirement (00:05:53)
5. Ideal Asset Allocation for Your Investment Portfolio (00:08:19)
6. The Bucket Approach: Short-Term, Mid-Term, and Long-Term Investing (00:11:12)
7. Income Sources That Factor Into Liquidity Needs (00:12:55)
8. Your Withdrawal Strategy & The 4% Rule (00:17:13)
9. Should You Live on Dividends & Interest or Sell Investments? (00:22:07)
10. Retirement Mistakes Your NEED To Avoid (00:24:57)
11. Work With An Educated Financial Advisor (00:27:31)
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