Asset Allocation: Acting Your Age

About this episode

The episode discusses strategies for asset allocation in retirement planning, emphasizing the importance of acting your age.

Join host Louann Fulmar and financial advisor Cris Wallace on "The Rite Retirement Show," your resource for retirement planning, financial wellbeing, and navigating life’s next chapter. Each week, Louann and Cris discuss strategies for building a resilient retirement plan, adapting to life transitions, and making smart decisions for your future. Whether you’re preparing for retirement, seeking ways to maximize your longevity and wellbeing, or facing psychological and financial adjustments, Cris and the team at WG Financial Group offer practical advice and personal stories to help you retire with confidence. Expect market updates, insights into government changes, conversations about living your best life, and answers to listener questions—all designed to empower you on your retirement journey. Cris Wallace has been on the air for years as your source for all things retirement. He covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between on “The Rite Retirement Show.” https://wgfinancialgroup.com/schedule-a-meeting/

People in this episode

Host: Louann Fulmar

Guest: Cris Wallace

Topics covered

• retirement planning
• financial wellbeing
• asset allocation
• life transitions
• market updates

Keywords

• retirement
• financial advisor
• investment strategies
• longevity
• financial adjustments

Mentioned in this episode

Organizations: WG Financial Group

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