The Retirement Portfolio Shift- How to Make the Transition Smoothly

It’s common knowledge to have a different portfolio allocation before retirement than you actually have in retirement. But how and when do we go about making that change?

This episode is based on a listener question: Alan, has a portfolio mix weighted too heavily in stocks. As he shifts into retirement, he is looking to have a new allocation strategy.

James discusses how to shift into a different allocation, when the right time to do that is, and what makes the most sense for Alan’s situation.

Questions Answered:
How do we shift into a new allocation strategy?
When should you begin that process?

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⏱Timestamps:⏱
0:00 Intro
3:08 The framework
8:41 Where should you hold assets?
14:14 What’s the timing?
18:14 In summary
19:11 Outro


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