EPISODE · May 31, 2023 · 22 MIN
Asset Allocation: What It Is and How to Implement
from Retirement and Investment Literacy · host ecoxn
This is a follow-up from our last Podcast, How to Pick Investments: Funds. Once the investments are chosen how do we figure out what percentage of our resources belongs to which fund? That is asset allocation. Age and distance to goals like retirement are the biggest determinants in this process. I share some ways of how to look up asset allocation models using your investment/retirement platform as well as tools outside of your platform.
What this episode covers
This is a follow-up from our last Podcast, How to Pick Investments: Funds. Once the investments are chosen how do we figure out what percentage of our resources belongs to which fund? That is asset allocation. Age and distance to goals like retirement are the biggest determinants in this process. I share some ways of how to look up asset allocation models using your investment/retirement platform as well as tools outside of your platform.
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Asset Allocation: What It Is and How to Implement
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