How to Manage Asset Allocation and Asset Location Leading Up to Retirement

Ready For Retirement

James Conole, CFP®

Investment Planning, Bonds, Education, Stocks, Cash, Business, Dividend Investing, Retirement Planning, Retirement, Investing, Tax Planning

5 • 706 Ratings

🗓️ 14 September 2021

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

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Summary

Our topic on this episode of the Ready for Retirement podcast is about managing asset allocation and asset location leading up to retirement. Questions answered: What are the benefits of Asset Location and why is it important for retirement planning? What is the right asset allocation for my various accounts? How can I position my portfolio for my retirement goals? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when...

Transcript

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0:00.0	Discover the tips and strategies that will help you achieve your retirement goals.
0:09.3	I'm your host, James Canole, and this is the podcast dedicated to helping you retire well.
0:14.6	It all starts right here on Ready for Retirement. for retirement.
0:27.2	Hi, everyone.
0:29.3	Welcome back to another episode of Ready for Retirement.
0:33.5	I'm your host, James Cannell, and I am excited to be back with you here today for another episode.
0:35.2	Today, we have a listener question that we're going to go through.
0:38.0	It is a question that comes up quite a lot when I talk to clients, and so I'm excited to be
0:41.8	able to unpack this question on today's episode.
0:45.2	And before we jump into today's episode, just another quick reminders.
0:48.8	I've talked about the last couple episodes.
0:50.7	We are now on YouTube.
0:51.9	So if you like watching content or consuming content outside of just
0:55.4	this podcast, which I hope is helpful, then explore the videos and the resources that we have on
1:01.0	our YouTube page as well. The YouTube page is called Root Financial Partners. So R-O-O-T
1:07.3	financial partners. That's the name of my financial planning company. And that's what our
1:11.0	YouTube is under as well. So be sure to check that out on YouTube. Make sure if you've not already
1:15.6	done so, please subscribe and please leave a review or a five-star review if you're enjoying this
1:19.8	podcast. And without further ado, let's jump into the question for today. This question today
1:26.7	comes from Jim. Jim says, hi, James, I am
1:29.2	thankful for the podcast content you provide, very educational and useful. Thank you, Jim. I was just
1:35.0	wondering if you could provide an overview of a suggested asset allocation and asset location for
	...

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