Warren Buffett has shared exactly how the money his family inherits should be invested: 90% in a low-cost S&P 500 index fund and 10% in short-term government bonds.
It's simple, inexpensive, and recommended by the greatest investor of all time.
And if you've owned the S&P 500, your company's stock, or a single big winner for decades, it may be a big reason you're able to retire.
But once your portfolio has to provide a paycheck, that concentration can carry risks it didn't before.
In this episode, I'm sharing how to decide whether what got you here still fits the retirement ahead.
Here's what you'll learn:
→ Why the same portfolio can look very different once you start taking withdrawals
→ What you may give up by spreading your money around (and why it can still make sense)
→ A simple 5-step process for reducing a concentrated position while keeping taxes in check
If you were building your portfolio today, knowing what you need your money to do, would you choose the same mix?
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Episode Resources:
→ Grab the Episode Show Notes
→ Get Your FREE Tax-Smart Retirement Toolkit
→ Learn About the Total Retirement System™
