Retirement Readiness: Smart Investing for the Home Stretch (Ep. 4)
About this episode
This episode discusses the transition from aggressive growth to strategic preservation in retirement planning.
Are you a decade away from retirement and wondering if your "set it and forget it" strategy still works? In episode four of the Retirement Readiness Journey, Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, dive into the critical shift from aggressive growth to strategic preservation. Learn how to evaluate your current asset allocation and build a custom "glide path" that aligns with your specific retirement goals. Key Topics Covered: Understanding Market Corrections: A look at hist...
People in this episode
Host: Rose Price
Guest: Chris Mellone
Topics covered
- retirement planning
- investment strategy
- asset allocation
- financial preservation
- retirement goals
Keywords
- retirement readiness
- investment strategy
- asset allocation
- financial advisor
- glide path
Mentioned in this episode
Organizations: VLP Financial Advisors
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- Market Pulse: Oil Prices Are Surging - Here's What's Behind It
- Retirement Readiness: Defining Your Lifestyle Goals (Ep. 2)
- Retirement Readiness: How to Calculate Net Worth and Financial Health (Ep. 1)
- VLP Spotlight: 2025 Year in Review
- One More Year or Retire Now? How to Weigh the Real Tradeoffs
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