Your portfolio can quietly drift into dangerous territory without you realizing it. This episode of the Retirement Results Podcast explores portfolio rebalancing and why many investors nearing retirement unknowingly take on more risk than intended. The conversation breaks down how strong-performing sectors can overwhelm diversification, how risk tolerance shifts as retirement approaches, and why unmanaged portfolios often become concentrated in a small group of stocks. Through real-world examples and historical perspective, the discussion highlights how rebalancing helps portfolios stay aligned with intended risk levels rather than letting market momentum dictate retirement outcomes.

Connect with Dan & Phil at Servant Advisors Group