Retirement Answer Man
Trailer
Bonus
Episode 98
Season 1
Is Your Asset Allocation All Wrong During Retirement??
One hundred minus your age in equities. This is is the rule of thumb for asset allocation we've all heard. Recent research, however, has questioned the logic of whether during retirement you should become more conservative in your investment allocation. This best practice may not be best after all.
Michael Kitces, the chief nerd at the Nerd's Eye View, discuss:
- The difference between achieving life goals vs. wealth maximization.
- Why it may make sense to get more aggressive in your allocation as you age.
- How the return sequence of your portfolio is more important than your average return during retirement.
- The equity glide path.
- The danger years for every retiree.
You can get links to the sources mentioned in the show at rogerwhitney.com