Episode 173
Should Retirement Savers Own Bonds?
Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®
November 22, 202223m 25s
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Show Notes
Bonds are on track for their worst year in history.
In response, retirement investors are concerned (rightfully so) and questioning their bond allocation.
To help address those concerns, I'm covering three things today:
- Why bond yields are NOT moving in lockstep with interest rates set by the Fed
- How long it takes for bond losses to recover
- Why retirement savers should maintain exposure to bonds for the long run
I'm also sharing the pros & cons of laddering bank CDs as a bond fund alternative.
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