Are You Acting Your Age with Your Asset Allocation? episode artwork

EPISODE · Jul 7, 2026 · 45 MIN

Are You Acting Your Age with Your Asset Allocation?

from Wealth Creator Radio with Eric Heckman, CFP · host Eric Heckman

For years, you've worked hard, saved consistently, and watched your retirement accounts grow. But once retirement gets closer, your financial strategy might need to shift. In this episode of Wealth Creator Radio, veteran financial planner Eric Heckman explains why asset allocation becomes increasingly important as retirement approaches, why the 100 Minus Your Age Rule isn't always the best strategy, and why a personalized retirement income plan matters far more than following generic investing rules. Plus, tune in to learn about the IRS Dirty Dozen to avoid tax scams.  Blueprint to Worry Less Wealth Get your Wealth Creator Toolbox Show notes for this week's episode  

Episode metadata supplied by the publisher feed · Published Jul 7, 2026

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Are You Acting Your Age with Your Asset Allocation?

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This episode was published on July 7, 2026.

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