When you are talking about retirement portfolios, is this a allocation strategy? Is it about what Lollipops we have here? Or is it about a management strategy? And when are we going to lick them? Because most of the things that people talk about as strategies are simply the management or order that things go in. Those can distort the allocations in such a way that you are getting suboptimal allocations in your portfolio just to comply with some management strategy. That's not a good portfolio to hold in retirement.
In this episode we answer emails from Kyle, Esek and Erin. We discuss 529 plans, what is "enough" in terms of this podcast, and THEN the meta approaches to retirement planning and the importance of distinguishing portfolio construction and allocation strategies from portfolio management techniques, including a tour on the Good Ship Lollipop with the Outlaw Josey Wales. Errata: I said "Bernstein assumptions" when I meant "Bengen assumptions."
And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
EconoMe Conference link: Programming & Activities - EconoMe (economeconference.com)
Support the show