Ep. 2: Down Markets Mini-Series Kickoff - Ripe for Rebalancing Artwork

Your Money in 20

We use our experience as financial planners to help guide you through life's most important financial decisions (and we try to do it in 20 minutes or less).

All Episodes

Your Money in 20

Ep. 2: Down Markets Mini-Series Kickoff - Ripe for Rebalancing

April 29, 2020 • Woodward Financial Advisors

In this episode, Ben and Victor kick off a mini-series of 4 shorter episodes discussing what we do, and you may want to consider doing, when markets go down. In this first discussion of the series, they talk about rebalancing and 3 reasons why it might make sense for you in a down market period.

The next three episodes in the mini-series will cover:

Tax-loss harvesting
ROTH conversions
Re-evaluating your financial plan

If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.