How to Shift Your Investment Portfolio at Retirement

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2 years ago
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When saving for retirement, your investment portfolio is often growth-oriented and structured for the long term. But when you retire and start living off your savings, how should your investment strategy shift? We're helping you shift your investment portfolio from saving to spending on this episode of Wise Money.

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LINKS: https://www.irs.gov/retirement-plans/retirement-plan-and-ira-required-minimum-distributions-faqs

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Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Intro: (0:00)
Segment 1: (0:11)
Break 1: (10:24)
Segment 2: (12:24)
Break 2: (22:42)
Segment 3: (23:07)
Break 3: (33:23)
Segment 4 (35:20)
Outro: (45:39)

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