Revisiting Things to Avoid and Rebalancing - June 15, 2025

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

Mindy and Nolan first discuss some of the top things to avoid when you retire, then revisit rebalancing your portfolio and why it is important to keep your accounts balanced and focused on your retirement savings goals.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.

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This episode was published on June 15, 2025.

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