Episode #189: How to Build a Multi-Layered Defensible Plan for Retirement


 

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


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About Tim Devlin

Tim 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.

Disclaimer

This information is meant for educational purposes only.

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