People already find retirement planning overwhelming—and just when they feel like they’ve finally got everything in place and their plan is on track, their financial advisor steps in and says it’s time to rebalance. Suddenly, they’re again faced with having to make decisions they were uncomfortable making in the first place. Financial Advisor Jake Doser and co-host Mark Elliott discuss exactly why rebalancing your portfolio down the road could be beneficial to your retirement goals?
Jul 18, 2026
