Balance Your Retirement Portfolio Now - April 27, 2025 episode artwork

EPISODE · Apr 27, 2025 · 42 MIN

Balance Your Retirement Portfolio Now - April 27, 2025

from Wealth Michigan with the McIntoshs' · host Mindy and Nolan McIntosh

Rebalancing is an aspect of retirement planning that many people find daunting, especially after going through such a process just to get it started. Mindy and Nolan discuss why rebalancing is important, especially as it pertains to keep track of your goals and making sure your plan remains on track to do what it needs to.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

Rebalancing is an aspect of retirement planning that many people find daunting, especially after going through such a process just to get it started. Mindy and Nolan discuss why rebalancing is important, especially as it pertains to keep track of your goals and making sure your plan remains on track to do what it needs to.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

NOW PLAYING

Balance Your Retirement Portfolio Now - April 27, 2025

0:00 42:03

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of Wealth Michigan with the McIntoshs'?

This episode is 42 minutes long.

When was this Wealth Michigan with the McIntoshs' episode published?

This episode was published on April 27, 2025.

What is this episode about?

Rebalancing is an aspect of retirement planning that many people find daunting, especially after going through such a process just to get it started. Mindy and Nolan discuss why rebalancing is important, especially as it pertains to keep track of...

Can I download this Wealth Michigan with the McIntoshs' episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!