Should You Change Your Investments as You Approach Retirement‪?‬ The Physician's Guide To Financial Wellness

One of the common questions we hear is how (or if) you should change your investments over time, especially as you get closer to retirement. Most people know the way they invest in their 50’s and 60’s should probably be different than the way they invested in their 30’s, but aren’t sure what this looks like in practice. In this episode, we tackle this question and share our thoughts. We cover the principle of matching your investments with your time horizon, discuss sequence of returns risk and how to protect against it, and share a framework for how to think about the right investment mix for you, particularly as you get closer to retirement and needing to withdraw from your investments to fund your lifestyle.
Resources & People Mentioned Podcast episode #5: The 80:20 Rule of Investing  Download our guide: The Toolkit for Optimizing Your Finances as an Employed Physician Download our guide: The Financial Checkup Connect With Trent and Andrew https://mdwmllc.com  Follow on LinkedIn Follow on Facebook