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How Soon Before Retirement Should I Adjust My Portfolio?

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James Conole, CFP®

When should you adjust your portfolio to ensure you don't outlive your money?

Learn the tips & strategies to create your secure retirement.

⏰ TIMESTAMPS
00:00 Introduction
1:34 What We're Investing In
3:35 Frequency of Returns
5:50 Pension Options
8:05 Portfolio Example
10:27 How Do You Feel When You're Invested?
12:06 When Do I Make The Shift?
13:37 Working With Us

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