Ep. 47: When & How To Rebalance Your Portfolio

Liz Whitteberry |

Have you ever wondered what it means to "rebalance" your investment portfolio and why it's important? If so, today's episode is just for you. Liz will explain the ins and outs of rebalancing, including when to do it and how often. 

Tune in as Liz and Marc discuss why rebalancing is essential for managing portfolio volatility and staying on track with your financial goals. They'll cover everything from how frequently to rebalance to the tax implications and specific considerations for retirees. Plus, they’ll share a cautionary tale about the consequences of neglecting rebalancing.


Here’s some of what we discuss in today’s show:

  • What is rebalancing your portfolio and why is it important?
  • How often should you rebalance your portfolio?
  • Is rebalancing different when you’re younger compared to when you’re older and closer to retirement?
  • What are the tax implications of rebalancing, and how can they be managed?
  • What are some common mistakes people make when it comes to rebalancing their portfolios?