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Is your portfolio actually built for your age — or just borrowed from a generic rulebook? In this episode, we challenge the outdated "subtract your age from 110" formula that millions of investors blindly follow, and explain why high-net-worth individuals need a more sophisticated approach to wealth management. If you have $1 million or more in investable assets, a one-size-fits-all glide path isn't just imprecise — it could quietly cost you hundreds of thousands of dollars over time. We break down how truly personalized financial planning factors in your tax situation, income needs, risk tolerance, and retirement timeline to build an age-appropriate portfolio that actually works for you. Working with a fee-based fiduciary adviser means your strategy is built around your life, not a product sale. Ready to talk? Schedule a complimentary discovery call at TDWealth.net. For educational purposes only. Not investment advice. 📖 Full show notes: https://tdwealth.net/balanced-portfolio-by-age-are-you-investing-it-wrong/

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Davies Wealth Management

684 SE Monterey Road

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Davies Wealth Management makes content available as a service to its clients and other visitors, to be used for informational purposes only. Davies Wealth Management provides accurate and timely information, however you should always consult with a retirement, tax, or legal professionals prior to taking any action.