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#264: An anonymous listener, whom we call \u201cMary,\u201d is curious about the auto-rebalancing feature offered by M1 Finance. Is it too good to be true?\nJ isn\u2019t happy with the target date retirement fund she chose for her 401k. She has limited options and is wondering: should she move funds around? If so, is now a bad time, considering the market volatility?\nAnother anonymous listener is wondering how to choose the right mix of investments for a retirement portfolio. She also wants tips on rebalancing a portfolio. And when should she execute a Roth conversion?\nTami has $160,000 in a G fund in her TSP. Should she move this money to a Lifestyle fund to increase her earnings?\nAndy and his wife contribute the maximum to their children\u2019s 529 accounts, and they have three investment options to choose from. Should they continue with an aggressive managed portfolio, or choose something less risky?\nMy friend and former financial planner Joe Saul-Sehy and I answer these questions on today\u2019s episode. Enjoy!\n\nFor more information, visit the show notes at https://affordanything.com/episode264\nLearn more about your ad choices. Visit podcastchoices.com/adchoices