How to Spot & Eliminate Dead Money in Your Retirement Portfolio
- Author
- Mike Douglas
- Published
- Tue 28 Jan 2025
- Episode Link
- https://omny.fm/shows/michigans-retirement-coach-podcast-with-mike-dougl/how-to-spot-eliminate-dead-money-in-your-retiremen
How badly is “dead money” affecting returns in your portfolio? Certified Financial Planner Mike Douglas discusses what could be holding your retirement plan back, including: cash stockpiles, non-performing stocks, and rental properties. He addresses the need for quarterly rebalancing to prevent portfolio drift, getting rid of non-productive assets, and ensuring investments align with current income and growth needs.
Schedule your complimentary appointment today: MichigansRetirementCoach.com
Follow us on social media: YouTube | Facebook | Instagram | LinkedIn
See omnystudio.com/listener for privacy information.
