The Retirement Equation: Mastering Asset Allocation for a Secure Future (Ep 32)

Life Isn’t Lived on a Spreadsheet

5d ago • 16 mins

Welcome to Life Isn’t Lived on a Spreadsheet. This podcast dives into the personal side of financial planning—because your life isn’t just numbers and charts. Today, Alec Quaid, Certified Financial Planner and Wealth Manager at Poterack Capital Advisory, takes us through variable two of the retirement equation: asset allocation. In this episode, Alec explores: Why …

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