Are you unsure of when to rebalance and how to do it? In this episode, we’ll uncover the importance of rebalancing your portfolio and discuss everything from frequency to tax implications. Plus, we’ll share a cautionary tale about the consequences of neglecting rebalancing.   Join the exclusive Gen X Wealth Academy: <a href= "https://bit.ly/3yHAlDD">https://bit.ly/3yHAlDD</a> Book a call with Phil: <a href= "https://bit.ly/31iOtBO" target="_blank" rel= "noopener">https://bit.ly/31iOtBO</a> Phone: (224) 616-2016 Email: <a href= "mailto:PT@breakoutprivatewealth.com">PT@BreakoutPrivateWealth.com</a> Learn how to rebound from investment losses with the Investor Recovery Report: <a href= "https://bit.ly/3RXQhs9">https://bit.ly/3RXQhs9</a>

How To Clean Up Your Portfolio

Welcome to the Gen X Wealth Academy, a podcast built for Gen X-ers reaching that age where it's time to seriously plan for their financial futures. Join for bi-weekly episodes that explore the worlds of financial and retirement planning with Phil Telpner of Breakout Private Wealth, based in Chicago, Illinois.

Phil will lead you through helpful conversations about money, life and retirement and cover topics like 401(k)s, IRAs, income planning, investing, and so much more. So much information about retirement is geared toward Baby Boomers, but Phil is crafting this show to be all about Generation X.

If you have any questions, call 312-953-4081, email PT@BreakoutPrivateWealth.com or visit www.breakoutprivatewealth.com for more resources. And don't miss out on joining Phil's private Gen X Wealth Academy learning center at https://bit.ly/3yHAlDD where you can extend your knowledge about retirement planning in a unique way.