EPISODE · Jul 7, 2024 · 23 MIN
Accessible Finance Episode 42: Retirement Part 4 - Shifts in Asset Allocation
from Accessible Finance For Retirement · host Eric Johns CFP®, EA, MBA with Equilibrium Financial Planning
This week we discuss how much your asset allocation should change in retirement. If you would like us to discuss your specific scenario without providing financial advice, feel free to write to us at [email protected]. We will anonymize your personal information. Thanks! Should you hold mostly fixed income in retirement? Not necessarily. The unsatisfying, “It depends” applies here, but listen below for a conversation about how we think about the variables that should move the needle. If you would like us to discuss your specific scenario without providing financial advice, feel free to write to us at [email protected]. We will anonymize your personal information. Thanks! If you have questions, topics, or a scenario of your own that you'd like us to incorporate into our podcast, please direct them to [email protected] or visit us on our website at equilibriumfp.com.
What this episode covers
This week we discuss how much your asset allocation should change in retirement. If you would like us to discuss your specific scenario without providing financial advice, feel free to write to us at [email protected]. We will anonymize your personal information. Thanks! Should you hold mostly fixed income in retirement? Not necessarily. The unsatisfying, “It depends” applies here, but listen below for a conversation about how we think about the variables that should move the needle. If you would like us to discuss your specific scenario without providing financial advice, feel free to write to us at [email protected]. We will anonymize your personal information. Thanks! If you have questions, topics, or a scenario of your own that you'd like us to incorporate into our podcast, please direct them to [email protected] or visit us on our website at equilibriumfp.com.
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Accessible Finance Episode 42: Retirement Part 4 - Shifts in Asset Allocation
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