Pension Attention

Changing Allocations as We Age


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Getting more conservative with your investments as you age is a rule of thumb. But it doesn’t always make sense — especially when interest rates are historically low. 

How can you properly plan for your retirement when “common knowledge” can wreck all your retirement plans?

In this episode, I’m revealing a new way to approach your investment strategy so you don't have to worry about running out of money in retirement. 

Show Highlights Include:

  • Why getting “safer” with your investment strategy as you age could cost you money (2:28) 
  • How a deferred comp plan drives you to a happy and healthy retirement (3:36) 
  • Why historically low interest rates steal your wealth if you follow the “age equals bond percentage” method (10:20) 
  • The “20 Year Adaptation Strategy” that prevents you from bankrupting your retirement (16:55) 
  • How to turn your financial weaknesses into cold, hard cash (20:38) 

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.

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Pension AttentionBy Brad Barrett

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