One of the most common questions I receive is “How do I invest my money?” Since the market is at an all-time high and I am making some major changes to my personal portfolio, I decided to provide an update on what I am doing.

Please note: this is not investment advice, and I am not suggesting specific investments (that is not allowed without having an advisory agreement and reviewing your specific situation).

I am sharing the allocation changes I am making and what I am doing to take advantage of the stock market’s performance, mitigate my investment risk, and provide more guarantees for my and my partner’s retirement. Your situation is likely different than mine based on your age, risk tolerance, experience investing, and time horizon. For this reason, it is imperative for you to review your situation with a qualified advisor before making any changes.

Wealth Inside and Out® Podcast: “How Do I Invest My Money”

In this episode, you will learn:
>> 5:28: A rule of thumb for creating an asset mix.
>> 7:34: My philosophy and time horizon regarding my investment plan.
>> 11:07: Why guaranteed income is so important to me.
>> 15:40: My considerations when planning for retirement income.
>> 19:29: Why it is important to consider all retirement accounts when creating your plan.
>> 22:52: Mental benefits of having a solid retirement plan.
>> 25:40: My thoughts on mitigating risk.

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Conclusion — “How Do I Invest My Money?”

Today I share insight into the changes I am making real-time in my investment portfolio. The stock market is at an all-time high and so I felt it was a good time to rebalance my portfolio. Depending on your risk tolerance, time horizon, and planned retirement, it may be a good time to review and reevaluate your portfolio.

You will also learn tips, insights, and strategies so you can determine your next best step regarding your investments and retirement.

For more advice, please listen to the full episode.

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To your financially secure life you love,

Annette