Retire Secure!

Episode 114 - Asset Allocation Strategies That Will Maximize Your Retirement with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx

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Asset Allocation Strategies That Will Maximize Your Retirement
Jim Lange, CPA/Attorney
Guest: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
Episode 114
TOPICS COVERED:
Guest Introduction – P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
What is Asset Allocation?
What is Diversification and Why is it Beneficial?
Having An Adequate Cash Reserve
Different Portfolio Management
How Time Affects Asset Allocation
Gifting
Different Asset Allocation Scenarios
Rebalancing
What Changes your Asset Allocation?
...more
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