This Asset Allocation Advice for Retirement Is WRONG!

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Setting the wrong asset allocation in retirement can be very detrimental to a retirement plan. It can lead to a higher chance of running out of money in the future.

Common asset allocation "rules of thumb" are just plan wrong. In this video we explore these common rules of thumb and why they can lead to a higher chance of running out of money in the future.

Even the common 60/40 Balanced portfolio can be too conservative for long retirement periods.

In the video we use a case study example, this case study was used in a prior video called "The Perfect Retirement Plan"

   • Is This The Perfect Retirement Plan?  

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Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities. Before making any financial decision, you should review your situation with a financial planner.