

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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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.
Cost of Suboptimal Portfolios
- Suboptimal portfolios delay retirement, reduce retirement funds, and leave less inheritance.
- Optimizing your portfolio yields significant long-term financial benefits.
Glide Path Strategy
- Optimize your retirement portfolio with the glide path strategy.
- It requires minimal effort for maximum benefit, like the Pareto principle.