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Investment Phases…Accumulation to Transition to Drawdown (S3 E1)
Manage episode 485145359 series 3571300
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S3 E1: The three investment phases we all go through are accumulation, transition, and drawdown. This episode explains how to invest during each phase and what changes you should make as you shift from one phase to the next.
Host Jeff Harrell shares his unique strategy to navigate all three phases. Using his personal FI journey as a guide, you will be able to steer your own path to FI success based on your specific situation.
In less than 15 minutes, you’ll learn how to manage a portfolio over multiple decades and life changes. Simplifying your portfolio and having a strategy based on your stage of life, not market conditions, should lead to peace of mind when it comes to managing your investments.
(Season 3 Episode 1)
Resources Mentioned in Episode:
- Cody Garrett (Measure Twice Money) video, "Retirement Savings Order of Operations"
- Target Asset Allocation by Investment Phase table - illustrates recommended target asset allocations by asset class during the three investment phases of Accumulation, Transition, Drawdown - See episode Show Notes on our website
Other Episodes Referenced:
- I’ll Wait to Invest When the Stock Market Pulls Back…Why? (S1 E7)
- BONUS: My Investment Portfolio…From Stocks to Bonds to Cash
Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com
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