Episode
Are You Acting Your Age with Your Asset Allocation?
- Published
- Jul 7, 2026
- Duration seconds
- 2723
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Summary
For years, you've worked hard, saved consistently, and watched your retirement accounts grow. But once retirement gets closer, your financial strategy might need to shift. In this episode of Wealth Creator Radio, veteran financial planner Eric Heckman explains why asset allocation becomes increasingly important as retirement approaches, why the 100 Minus Your Age Rule isn't always the best strategy, and why a personalized retirement income plan matters far more than following generic investing rules. Plus, tune in to learn about the IRS Dirty Dozen to avoid tax scams. Blueprint to Worry Less Wealth Get your Wealth Creator Toolbox Show notes for this week's episode