Build Enduring Wealth for Retirement Course
Episode 6
Investing for retirement.
Your portfolio has an important job: to support the income, flexibility, and goals your retirement plan is designed to make possible.
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Investing for Retirement
Marco explores how risk tolerance, diversification, income needs, and major life transitions can shape an investment strategy.
Watch on YouTube →Episode 6 Companion Workbook
Make your portfolio serve the plan.
The Episode 6 Investing for Retirement Workbook helps you connect investment decisions to the retirement plan they are meant to support.
Use it to consider risk tolerance, asset allocation, diversification, income needs, monitoring, and major liquidity events such as a business sale.
The Lesson
Keep investing connected to the life you want to fund.
Investing for retirement is not just about selecting investments or chasing performance. The most useful strategy reflects your goals, timeline, comfort with risk, income needs, and the other decisions that can influence retirement.
In Episode 6, Marco Lima, CFP® explores how to make your portfolio part of a coordinated plan, including the changes that can follow a business transition or another major liquidity event.
In This Episode
Build an investment strategy around the full picture.
- Why a portfolio should serve the retirement plan, not stand apart from it
- How risk tolerance and time horizon can shape investment decisions
- The role of asset allocation and diversification
- How income needs can influence an investment strategy
- Why regular monitoring matters as your life and goals change
- How a business sale or other liquidity event can reshape the plan
Featured Topics
The Central Question
Risk Tolerance
Asset Allocation
Diversification
Income Needs
Monitoring the Plan
Action Checklist
The Full Course
Your 9-episode retirement roadmap.
Follow the complete Build Enduring Wealth for Retirement series, one connected decision at a time.
Continue the Course
Keep connecting the full picture.
Each lesson adds another practical perspective for thinking through the decisions that shape retirement.
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