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The Truth About the 60/40 Portfolio (Pension Holders Beware)
Season 1 ยท Episode 215

The Truth About the 60/40 Portfolio (Pension Holders Beware)

Joe Knows Retirement ยท Joe Schmitz Jr.

December 2, 202518m 23s

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Show Notes

Are you still holding onto the old-school 60/40 portfolio strategy? For retirees with a pension and $1M+ saved, this traditional mix of stocks and bonds might be outdated and even costing you hundreds of thousands in growth.

Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/

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๐Ÿ“šGet a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html

๐ŸŸฅ Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/what-being-in-the-2-percent-club-means-for-your-retirement

๐Ÿ“ž Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/