Your Money Your Wealth TB show logo, personal finance, retirement, investing strategies
http://www.YourMoneyYourWealth.com

On Your Money, Your Wealth®, Joe Anderson and “Big Al” Clopine tell it like it is, addressing personal finance issues that really matter to pre-retirees and retirees including investing strategies, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth IRA conversions and contributions, and more. We don’t push hot stocks, feed panic about the markets, or sell you on the latest investment scheme. Instead, on the irreverent and informative YMYW we offer retirement investing strategies that can help you retire successfully.

Does Your Retirement Portfolio Reflect You?

Does Your Retirement Portfolio Reflect You?

Duration 25m

Does your portfolio fit the financial goals you have for retirement? When you look at your portfolio does it match the goals and the risk levels you are willing to take at this point in your life, or does it look like someone much younger or even older? Just tucking money away in a retirement account doesn't mean you are maximizing the full potential of your investments. Financial professionals Joe Anderson and Alan Clopine take a look at guidelines for determining if your portfolio is optimized to produce the best results for you at any age. From your account balances to your asset allocation they give you guidance to help determine if you are on track.