DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing cover image

When to Rebalance?

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

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Balancing Investments: Insights on Rebalancing for College Savings

This chapter features a listener from Omaha discussing his investment strategy for his daughter's college fund, focusing on the frequency of rebalancing his stock-heavy 529 account. The conversation blends financial advice with personal anecdotes, creating an engaging and relatable atmosphere.

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