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Personal FinanceInvesting
#RI-6ac243c7·2 months ago·
1
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Lookback: Aiming to retire around 60–62

“Moved from high-expense funds to simple two-fund portfolio”

Consolidated accounts and simplified portfolio to reduce expenses

What I wish I knew
"Considered tax implications and optimization of pre-tax and Roth accounts"
If I could tell you one thing
"Review and optimize your investment portfolio regularly to ensure it aligns with your goals and risk tolerance"
0
1/10
Positive or neutral outcome.
Would make the same decision again.
SettledMixedSevere

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Personal Finance Category
94
Personal Finance decisions logged. Avg regret 3.4/10 across the category.
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of Personal Finance decisions land in the settled band the same as this one.