Jul 11, 2022
Welcome to a new week here on the Retirement Quick Tips podcast.
I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, an independent financial advisory practice managing $340 million in client assets. I’m a Chartered Retirement Planning Counselor, and I started this podcast because I love helping people just like you gain clarity and make a plan for the retirement you envision.
This week on the podcast, I’m taking a little summer break.I live in Oregon, in the suburbs of Portland, and summers here are amazing. With 3 little kids at home, I’ve decided to give myself a little extra free time in the month of July. This month, our plans include a few overnights at cub scout camp with my daughter, checking out a baseball game, picking blueberries, taking my kids to the pool and the splash pad, roasting smores, going golfing, and most importantly, consuming more slurpees than the legal limit in the month of July.
I will be back with new episodes on August 1st, but in the meantime, I’ll be sharing with you a free resource each week on the podcast. This week, I’m sharing the most popular resource that I’ve given away before on the podcast, and then for each of the next 2 weeks I’ll share with you 2 new resources that I haven’t shared with you before on the podcast. I’m really excited to share these resources with you, but you’ll need to check in each week if you’d like the other resources.
This week’s free resource - by far the most requested on the podcast - is my age-based asset allocation cheat sheet.
It’s a one-page guide to help you select the right mix of stocks and bonds in your portfolio based on your age.
I’m a big believer in asset allocation as the foundation of every investor’s portfolio. Making sure we have the ideal mix of stocks and bonds is always the starting place with my own clients when determining how we should invest. Other factors, like risk are also important, but age trumps all.
If you would like to get my age-based asset allocation cheat sheet that helps you determine the right mix of stocks and bonds based on your age, just email me at ashleym@truenorthra.com. That’s ashleym@truenorthra.com 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! Come on back next Monday for a brand new free resource. My name is Ashley Micciche...and this is the Retirement Quick Tips podcast.
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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance