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Your Money, Your Wealth — Portfolio Drift, Avoiding Capital Gains, and a $6M Retirement - 530
Not scored yet36m·2025-05-20·Money

Portfolio Drift, Avoiding Capital Gains, and a $6M Retirement - 530

Your Money, Your Wealth · 530

What should you do when the asset allocation of your retirement portfolio drifts? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on rebalancing for DJ in St. Louis, today on Your Money, Your Wealth® podcast number 530. Plus, Coach Dobber in Minnesota is curious about municipal bonds in a brokerage account, and…

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