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Revolutionizing Your Retirement: Rethinking the 60/40 Portfolio
Manage episode 407500489 series 3561331
Sisällön tarjoaa Impact Partnership and Frankie Guida. Impact Partnership and Frankie Guida tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Recently, The Wall Street Journal echoed what many have been feeling: the 60-40 portfolio mix is failing, not just because of the "riskier" stocks…but because bonds have taken serious hits in the last few years.
In this episode, Frank and Frankie challenge traditional financial wisdom and delve into the pitfalls of “old financial rules.” There are many different investment blend opportunities available to retirees and pre-retirees. Alternatives like fixed indexed annuities may offer more stability. Combined with savvy tax strategies, you could potentially increase your annual retirement income by thousands.
If you're seeking help in navigating market uncertainties, minimizing taxes, while creating viable retirement income streams, visit A Better Way Financial.com to begin tailoring your financial future.
Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”
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