The Daily Churn

Ep 62 - The Big Churn: Glidepath Investment Strategy

Apr 24, 2024
Explore the benefits of optimizing retirement portfolios with glide path investment strategy over target date funds. Learn about post and pre-retirement glidepaths, how to implement them, and important caveats to consider. Discover the importance of active engagement in investment decisions and maximizing portfolio growth for a sustainable retirement.
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ANECDOTE

Mom's Checking Account

  • The host's mom kept six figures in a checking account for decades, distrusting the stock market.
  • This highlights varying comfort levels with investments.
INSIGHT

Cost of Suboptimal Portfolios

  • Suboptimal portfolios delay retirement, reduce retirement funds, and leave less inheritance.
  • Optimizing your portfolio yields significant long-term financial benefits.
ADVICE

Glide Path Strategy

  • Optimize your retirement portfolio with the glide path strategy.
  • It requires minimal effort for maximum benefit, like the Pareto principle.
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