Act Your Age: Asset Allocation

About this episode

Mindy and Nolan discuss how asset allocation should change based on age and risk tolerance as retirement approaches.

Asset allocation is something which should change depending on where you are in terms of your status concerning retirement. If you are closer to it, your portfolio, in theory, should be more conservative. Mindy and Nolan take a look at how to determine what allocation is best for your age and risk tolerance, as well as looking at what could be ahead for 2026 economcially. The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

People in this episode

Hosts: Mindy McIntosh, Nolan McIntosh

Topics covered

• asset allocation
• retirement planning
• investment strategy
• risk tolerance
• economic outlook

Keywords

• asset allocation
• retirement
• portfolio management
• risk tolerance
• economic forecast

Mentioned in this episode

Organizations: McIntosh and Associates, AE Wealth Management, LLC

Places: Freeland, Michigan

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