5 Steps to Simplify Your Investment Portfolio

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.