When to Rebalance?

Discover the art of rebalancing your investment portfolio, especially for college savings. Dive into practical strategies for managing custodial accounts while navigating the kiddie tax. Hear a listener's experiences with his daughter's 529 account and the importance of annual reallocation in volatile markets. Embrace a new mindset that views market fluctuations as opportunities, and learn how living within your means is key to long-term financial success. Tune in for a blend of expert advice and relatable stories!