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December 12th

Asset Allocation Nearing Retirement

Are you nearing retirement and unsure how to adjust your investment strategy? In this video, we explore the crucial steps for reallocating your portfolio as you transition from saving to spending.

Learn about balancing risk, incorporating all financial elements into one cohesive plan, and aligning your wealth with your core values. Whether it's understanding equity vs. fixed income or planning for distributions, we’ll help you build a retirement plan that works for you.

Don’t miss these essential tips to ensure a smoother financial transition!

Other videos to watch about asset allocation:

  1. An overview of Equity and Fixed Income Securities
  2. What factors do I need to consider when allocating my portfolio?

This content was written by Spencer S. Hall CFP®, RLP ®, CKA ®, MBA, MDiv

Spencer is a Certified Financial Planner™ with 14 years in the field of retirement and financial planning. As a second-generation financial advisor at Retirement Planning Services, Spencer brings a wealth of experience and passion to help clients align their wealth with their core values.

Advisory services offered through Retirement Planning Services, LLC.

The information in this article is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.