1. How to Manage Asset Allocation and Asset Location Leading Up to Retirement James Conole, CFP® 23:16

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? 

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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.