When to Rebalance? | 721 | DIY Money Video

🎥 Welcome back to DIY Money on video!

In this episode, we break down key financial topics, including:

🔹 Custodial Accounts & Kiddie Tax – How to maximize tax benefits by strategically selling and reinvesting.

🔹 Rebalancing Investments – Why reviewing your portfolio at least yearly is crucial for risk management.

🔹 Market Volatility & Long-Term Investing – How to stay calm during downturns and why passive investing in indices like the S&P 500 can be a solid strategy.

❓ Got a question? Send us an audio message at [email protected] for a chance to win a $25 Amazon gift card!

💰 Remember friends, the secret to wealth is pretty simple. Live on less than you make, invest the rest, and do so for a very long time.

Timestamps:

00:00 Introduction and Podcast Updates
01:38 Listener Question: Rebalancing and Custodial Accounts
04:48 Rebalancing Custodial Accounts
10:39 Rebalancing Personal Accounts
12:41 Index Passive Investing
15:44 Conclusion and Final Thoughts

#DIY #DIYMoney #Rebalance #Investing #Stocks #FinancialFreedom