51- My Life Event Fund Portfolio

Published: March 16, 2020, 8:30 a.m.

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Now that Ken has shared with us his plan for retirement, it\\u2019s time to take a look at how he accrues funds for life events. You notice in this sheet, the portfolio is balanced 60% stocks and 40% bonds. It\\u2019s less riskier then last week because these funds may be called into use much sooner. As always, your financial situation is unique to you and you may want to adjust this to suit your needs. Follow along as Ken explains his allocation using the provided Google Sheet: http://bit.ly/NWHLifeEvents

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This podcast episode is merely the personal experiences and opinions of Ken Kaufman and not a guarantee of returns. Ken is not liable for any financial decisions you make as a result of this podcast. It is advised that you consult a certified financial adviser and be aware of the risk involved before entering the Stock Market.

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