Episode 6: What Your Portfolio is Actually Supposed to Do

See If We're A Fit: https://tally.so/r/OD9Lqa Most people make the transition from accumulation to retirement without ever stopping to ask: what is my portfolio actually supposed to do now? The answer changes everything about how you build it. In retirement, your portfolio has a different job than it did during your working years. It's no longer just trying to grow — it needs to coordinate with your income floor, your tax strategy, and a time horizon that might stretch thirty years. In this episode, Jason Branning explains the Safety-First approach to portfolio construction: why the income floor is what allows the growth portfolio to actually grow, and the four principles that drive how we build it — global diversification, time horizon, equities as the engine, and costs. John Bogle called diversification the only free lunch in investing. This episode explains what that means in practice — and what it feels like when the structure is actually working. Host: Jason Branning, CFP®, RICP® — http://branwealth.com *Music Credits: *Original music composed and produced by Johnson Rhett & Jennings Duncan.