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Dan Tersigni
Dan Tersigni, CFA, is Director of Digital Advice at Wealthsimple and a recurring guest expert on the TLDR podcast.
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Oct 1, 2025
Our (For Now!) Farewell
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18:53Dan TersigniGUEST
Yeah, so we're going to be looking usually at something more aggressive in terms of the portfolio construction.
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19:08Dan TersigniGUEST
But generally speaking, we're going to want to be in something that's growth-oriented for the long term.
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19:14Dan TersigniGUEST
And then the question becomes, okay, do you put all of the money in at once or do you put it in over a period of time? And there's a big debate there.
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19:23Dan TersigniGUEST
On that topic, my personal bias would be that you kind of put it in all at once.
Special Episode: Your Money Questions, Answered
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3:54Devin FriedmanHOST
Dan, how can Margaret go about controlling what she can control so that she is in a good spot?
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4:05Dan TersigniGUEST
You know, I think it's very hard for people approaching retirement, even when they know they have enough psychologically to kind of actually pull the chute, do it and start spending down their assets because these fears creep in.
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4:17Dan TersigniGUEST
And there isn't a way to truly disaster-proof your portfolio against every possible scenario.
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4:24Dan TersigniGUEST
But there are a lot of things you can do to make your retirement strategy more resilient.
14 MINS LATER