What’s My Stock Allocation in Retirement? – Season 3: Episode 6

Is it ever a good idea to mix stock market volatility with retirement?  Maybe.  It really depends on a number of different factors, not the least of which is your withdrawal strategy.

But there are other forces at play here as well.  Do you need to access the money in your portfolio to help fund your near-term liabilities?  Or do you have enough income from other sources so that you may never need to dip into your savings to give you enough money to live on?

In order to determine how much you should allocate to stocks in your portfolio, you’d need to consider several things all at once.  Get the details on this week’s episode of Managing Your Financial Future!

The investment professionals are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. Lucia Securities, LLC was acquired by LPL Financial August 2020. The investment professionals of Lucia Securities, LLC are now affiliated with LPL Financial and are conducting business using the name Lucia Capital.

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