Episode
5 Steps to Simplify Your Investment Portfolio
- Podcast
- Money For the Rest of Us
- Published
- Aug 12, 2026
- Duration seconds
- 1619
- Processing state
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Summary
What are the steps to simplify your portfolio, given that it is likely spread across multiple accounts? We focus particularly on retirees, who have to weigh additional considerations like withdrawals, Roth conversions, and required minimum distributions. We also explore which areas of the stock and bond markets are attractive right now as you seek to simplify and/or rebalance your portfolio. Sponsors Try NetSuite for Free Delete Me – Use code David20 to get 20% off Show Notes and Related Content A Complete Guide to Investing in I Bonds and TIPS (2026) 550: Asset Location: Where You Invest, Where You Live, What You Can Access Free Investment Strategy Report Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Asset Camp Money for the Rest of Us Plus See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .