Asset Allocation: "Acting Your Age"
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Asset Allocation: "Acting Your Age"
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Summary
This week on Retiring Well, Dave Solomon and Mark Elliott go beyond the headlines and market swings to get personal about what really matters in your financial future. They debunk one-size-fits-all advice like the “Rule of 100,” explore why your ‘safe money’ may not be as safe as you think, and discuss why real retirement planning has to be tailored to your goals, family dynamics, income needs, and legacy wishes—not just your age. With mailbag questions on spending anxiety, loaning to family, RMD headaches, and moving for grandkids, the conversation blends practical “whiteboard” math with real-world psychology and life’s toughest tradeoffs. If you want certainty in uncertain times and a plan that’s as unique as you are, this episode is your invitation to seek clarity—not just another rule of thumb.
Dave Solomon will give you tips for your best retirement. For more information about Solomon Financial, go to solomonfg.com
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