Our topic on this episode of the Ready for Retirement podcast is about managing asset allocation and asset location leading up to retirement.

Questions answered: What are the benefits of Asset Location and why is it important for Retirement Planning? What is the right asset allocation for my various accounts? How can I position my portfolio for my retirement goals? What is the best approach for my individual situation? 

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

We’re on YouTube! 

Check us out here for more content to help you create a secure retirement: YouTube – Root Financial Partners

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James Conole CFP®, Podcaster

James Conole is the founder of Root Financial and the host of the Ready For Retirement podcast and YouTube channel.