Episode 114 - Asset Allocation Strategies That Will Maximize Your Retirement with guest P.J. DiNuzzo, CPA, PFS, AIF, MBA, MSTx

Published: Feb. 4, 2015, 5 a.m.

b'Asset Allocation Strategies That Will Maximize Your Retirement\\nJim Lange, CPA/Attorney\\nGuest: P.J. DiNuzzo, CPA, PFS\\xae, AIF\\xae, MBA, MSTx\\nEpisode 114\\n\\nTOPICS COVERED:\\nGuest Introduction \\u2013 P.J. DiNuzzo, CPA, PFS\\xae, AIF\\xae, MBA, MSTx\\nWhat is Asset Allocation?\\nWhat is Diversification and Why is it Beneficial? \\nHaving An Adequate Cash Reserve\\nDifferent Portfolio Management\\nHow Time Affects Asset Allocation\\nGifting\\nDifferent Asset Allocation Scenarios\\nRebalancing\\nWhat Changes your Asset Allocation?'