When it comes to asset allocation, many fall into common traps and often choose investment strategies that don't align with their early retirement goals or timelines.

Today's podcast episode gives you insights into where it could go wrong and how you can make it right!

Learn how to align your asset allocation with your goals for a better retirement.

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Time Stamp
00:00 Intro and Quick Story
01:33 What Does Conservative Mean To You?
02:40 Timing For Shifting The Allocation
03:06 Start with Your Expenses First
05:03 What is An Asset Allocation
06:00 Spending More Vs. Less
07:28 Investing in Safer/Fixed Assets
10:30 Quantifying/Analyzing The Tradeoffs
12:42 Important Tip/Advice
13:30 Dont Invest If You Dont Understand
15:56 Fixed Income Vs. Investment/Portfolio Income
16:48 What Is An Asset Location
19:45 Identifying the Position
202:25 Conclusion

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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.

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⚠ "DISCLAIMER:⚠

All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.

This video contains content that I solely created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.