Episode #189: How to Build a Multi-Layered Defensible Plan for Retirement By Tim Devlin | April 12, 2021 Investments, Money Script Monday Share this post Share Tweet Share with a client Share with a colleague One of the things we often see with financial planning is a huge emphasis on the beginning of retirement. When we do that, we often forget all the major events that come before and after retirement, such as purchasing a car or planning for your children’s college education. It’s important to set up a financial plan that can encompass all of your expenses so that you protect and preserve your wealth in the long term. In this episode of Money Script Monday, Tim discusses how to use time-based asset allocation to set up a perimeter of defense around your retirement income strategy and unlock opportunities for the short and long-term growth of your investments. Resources Provided for This Episode Video Transcription Whiteboard Image Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now! Have any questions? Give us a call at 888-LIFEPRO or email us at firstname.lastname@example.org. Want to learn more about how we can help with your unique financial situation? Fill in your contact information below, and we'll get started right away! The information here is presented by licensed professionals and not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstance. These videos are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. The information presented may change at any time and without notice. Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance. Discussion of any specific stocks are based on objective, non-performance criteria and such discussion neither serves as a recommendation nor as the receipt of, or a substitute for, personalized advice. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). S&P 500 is an unmanaged index of the shares of 500 widely held, predominantly large capitalization, U.S. exchange-listed common stocks. The index results neither include dividends reinvested nor reflect fees and expenses. Investors cannot invest in any index directly. About Tim DevlinTim Devlin is a Junior Investment Associate at LifePro Asset Management. He works with financial professionals to create financial plans that identify their goals and implements strategies to help achieve them.