This is What a $3M Retirement Portfolio Looks Like

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Investing for retirement income can be challenging, especially when transitioning from a growth-focused portfolio to one that provides stable income.

In this video, Alex outlines a strategic approach used with a $3 million client to ensure they have the retirement of their dreams.

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✍ SHOW NOTES & RESOURCES ✍
- Show notes: https://onedegreeadvisors.com/?p=8716...
- What Investment Strategy Is Best for Retirement Income?:    • What Investment Strategy Is Best for ...  

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This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you.
Disclosures: https://onedegreeadvisors.com/solutio...

0:00 - Intro
1:20 - Balance sheet
2:58 - Retirement income projection
3:42 - Initial portfolio allocation
7:32 - Retirement income
8:36 - Tax efficient account allocation