Retirement Quick Tips with Ashley

Free Tool: Asset Allocation Cheat Sheet


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The theme this week on the One Minute Retirement Tip podcast is: A Week of Giveaways! Each day this week I’m offering a free tool that you can take advantage of to help you plan for a comfortable retirement. 

Today’s free tool is: my asset allocation cheat sheet. 

This is the most popular free tool I’ve offered on the podcast, and for good reason. It’s a one-page guide to selecting the right mix of stocks and bonds based on your age. 

I’m a big believer in asset allocation as the foundation of every client’s portfolio. It’s always where I start with clients when determining how we should invest. In it’s most basic form, asset allocation is the mix of stocks and bonds in your portfolio, and age is the most important determinant of what your asset allocation should be.

If you would like to get my age-based asset allocation cheat sheet that helps you determine the right mix of stocks and bonds for your age, just email me at [email protected]. That’s [email protected] and I’ll send that to you so you can figure out for yourself what mix is right for you. 

That’s it for today. Thanks for listening! My name is Ashley Micciche and this is the One Minute Retirement Tip. 

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>>> Visit the podcast page: https://truenorthra.com/podcast/ 

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance

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Retirement Quick Tips with AshleyBy Ashley Micciche

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