Episode Details

This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions. 

Today's portfolio comes from Patrick

• Age = 70

• Time to retirement = been retired for several years 

• Allocation to stocks (90%), bonds (9%), cash (1%)

• Other things to know:

• Very high net worth (~$15 million and very low spend rate on assets)