128: Series 8 Ep 5: The 9 Accelerators of Successful Retirement Planning - Asset Allocation
Watch my conversation with Kathy on YouTube or listen on the podcast player below
We’ve all heard that ‘cash is king’, but is it when it comes to funding your retirement?
Inflation can ravage your retirement savings, which you need to grow to retain the value of your income in retirement. Which is why cash shouldn’t be the only way to hold your retirement money. The expected return on cash is much lower than the expected return on property, commodities, or equities. That is why asset allocation is such an important part of your retirement planning.
My wife and business partner, Kathy, is back with me this week to discuss what asset allocation is and how the different types of assets have different roles to play in your financial plan.
Useful links
Previous episodes:
Episode 110: The 9 Accelerators of Successful Retirement Planning - Life Priorities
Episode 114: The 9 Accelerators of Successful retirement Planning – Lifetime Financial Forecasting
Episode 117: The 9 Accelerators of Successful Retirement Planning – Minimising Lifetime Tax
Episode 122: The 9 Accelerators of Successful Retirement Planning - Well-crafted Investment
Book: Misbehaving y Richard Thaler
Get in touch if you’d like me to recommend an independent financial planner near you
Email at hello@retirementcafe.co.uk
Watch the episode on YouTube here.