How Soon Before Retirement Should You Adjust Your Investment Portfolio?

How soon before retiring you should begin to make portfolio adjustments? This is one of the most common questions people have when they start to build their retirement portfolio.

In retirement, your portfolio should be structured to protect and insulate you from some of the negative impacts of market declines. The question is, when do you start making the transition from your growth portfolio and your working years to your retirement portfolio and your retirement years, and what should that transition look like?

In this video, James Conole will talk about how to transition from a growth to a retirement portfolio and which portfolio adjustments you need to make in order to get the most out of your retirement investment strategy.

Learn the tips & strategies to get the most out of life with your money.

⏰ TIMESTAMPS
00:00 - Introduction
1:19 - S&P 500
3:54 - Growth Portfolio
6:03 - Stock Investing
7:52 - Retirement Planning
9:41 - Portfolio Adjustments
9:55 - Working With Us

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