• Accessible Finance Episode 42: Retirement Part 4 - Shifts in Asset Allocation

  • Jul 7 2024
  • Duración: 24 m
  • Podcast

Accessible Finance Episode 42: Retirement Part 4 - Shifts in Asset Allocation

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  • Resumen

  • 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 podcast@equilibriumfp.com. 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 podcast@equilibriumfp.com. 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 Podcast@equilibriumfp.com or visit us on our website at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equilibriumfp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
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