Скачать или смотреть 5 Questions to Master Your Retirement Investment Strategy

Asset allocation is just a fancy term for how you split your total assets, or your financial "pie," across stocks, bonds, real estate, and other products. Getting this right is the difference between a confident retirement and a panicked one.

In this episode, I tackle five fundamental questions that will help you adjust your investments to perfectly suit your unique lifestyle. Stop stressing over market volatility; let’s build a discipline, structured investment strategy tailored just for you.

💡 What You Will Learn in This Episode:
• The difference between Risk Tolerance.
• How to determine your Time Horizon.
• The math behind calculating the Required Rate of Return you need.
• How to factor Legacy Goals.

Timestamps:
• 0:00 – Welcome: Why Asset Allocation is Your Core Financial Plan
• 0:45 – Question 1: What is Your Risk Tolerance? (Emotional Comfort vs. Volatility)
• 1:30 – Question 2: What is Your Risk Capacity? (Evaluating Financial Reserves),
• 2:45 – Question 3: What is Your Time Horizon? (Are You an Optimist or a Pessimist?),
• 3:45 – Question 4: What Kind of Returns Do You Need? (Calculating Required Rate of Return)
• 4:45 – Question 5: What Are Your Legacy Goals? (The Inheritance Plan)

Connect with Mike Milligan, CFP®:
Instagram: https://www.instagram.com/mikemilliganllc/
LinkedIn: https://www.linkedin.com/in/mikemilligancfp/
Tik Tok: https://www.tiktok.com/@mikemilliganllc
Spotify Podcast: https://open.spotify.com/show/4Nxq9bI
Apple Podcast: https://podcasts.apple.com/us/podcast

Read my book: https://www.amazon.com/dp/B0FQJX1L4V

#AssetAllocation #RetirementInvesting #RiskTolerance #FinancialPlanning #MikeMilligan