What's the Right Retirement Asset Allocation for You? - 262

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 25 February 2020

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

With volatility, should you time the market and change the asset allocation of your investment portfolio, your pension, or your Thrift Savings Plan (TSP)? Plus, asset location: should equities be in a brokerage account, Roth IRA or traditional IRA? And diversification vs. concentration, calculating how much you’ll have in retirement, how to get there from here, and Joe’s favorite, negative listener feedback. Ask money questions, read the transcript & access free financial resources: http://bit.ly/YMYW-262

Transcript

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0:00.0	Given the volatile nature of the markets, should you time the market and change the asset
0:04.6	allocation of your retirement investment portfolio?
0:07.6	How should you allocate your pension?
0:09.4	What about your thrift savings plan?
0:11.1	Should your equities be in a brokerage account, a Roth IRA, or a traditional IRA?
0:15.8	Today on your money, your wealth, we're talking all about asset allocation and asset location. Plus, diversification
0:22.8	versus concentration, calculating how much you'll have in retirement, how to get there from here,
0:28.1	and Joe's favorite negative listener feedback. I'm producer Andy Last, and for the first half of
0:33.9	today's podcast, Big Al joins us once again via Skype from his vacation in Hawaii.
0:38.8	But he'll be back in studio with me and Joe for the second half of the show.
0:42.2	Now, here are the hosts of Your Money, Your Wealth, Joe Anderson, CFP, and Big Al Clopine CPA.
0:48.8	We got Steve, Alan, he writes him from San Diego.
0:53.7	He goes, hi, Joe and Al.
0:55.3	And yes, Andy, too.
0:58.5	I'd like to hear your take on concentration versus diversification.
1:03.5	The show's great.
1:04.7	What can I say?
1:06.0	You can say that, Steve.
1:07.5	That's exactly what you say.
1:09.3	The show is awesome.
1:16.2	Screaming out loud. Tell your friends.
1:23.4	That's the best thing you can do. Make them listen to this nonsense. Yeah. What do you think, I would say you on this.
	...

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