#29 - Portfolio Re-balancing: What is is, who should consider it, and what are the benefits vs risks?

The Fiscal Physical Podcast

Send us a text

Have you ever wondered how to keep your financial portfolio in tip-top shape amidst market chaos? Discover the secrets of portfolio rebalancing with Ryan Nelson, the brilliant mind behind Alchemy Wealth Management and the enlightening book "Your Fiscal Physical." Ryan breaks down the art of maintaining balance in your investments through portfolio rebalancing. You'll learn how market fluctuations can disrupt your asset allocation and why it’s crucial to realign your portfolio to match your risk tolerance and financial goals, ensuring lasting stability and growth.
In our tech-savvy second half, we delve into how technology can simplify this essential financial practice. From time-based to guardrail-based rebalancing strategies, we discuss methods to keep your investments on track. We also have some exciting personal updates, including Aaron's journey with financial planning tools and Ironman 70.3 training, and Ryan's plans to pursue further education. Join us for practical tips and insights that will elevate your financial literacy and set you on the path to financial stability.

Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk

If you have suggestions or feedback, please email us at: [e-mail]
And, as always, STAY THE COURSE!

Bölümler

1. #29 - Portfolio Re-balancing: What is is, who should consider it, and what are the benefits vs risks? (00:00:00)

2. Mastering Financial Literacy Through Portfolio Rebalancing (00:00:01)

3. Utilizing Technology for Portfolio Rebalancing (00:09:16)