Is the 60/40 Portfolio Dead? Four New Strategies for Retirement
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Show Notes
Still betting your future on the classic 60/40 portfolio?
You might want to rethink that.
In this episode of The Financial Quarterback, Josh Jalinski dives
into the changing dynamics of retirement planning. With inflation, rising
rates, and market volatility reshaping the game, Josh reveals four modern
portfolio strategies that go beyond outdated financial rules. Whether you're nearing retirement or just starting to invest smart, this episode delivers a playbook you can actually use. Plus, Josh tackles the high-earner trap: why so many professionals still feel broke—and what to do about it.
What You’ll Learn
- How to create a volatility buffer to protect against market swings
- What “GSI” (Guaranteed Streams of Income) really means—and how to use it
- How strategic and tactical allocation differ—and why you might need both
- Why high earners often feel broke, and how to avoid lifestyle creep
Key Topics Discussed
- Why the 60/40 portfolio is struggling in today’s economy
- Real-life examples of annuity strategies and income planning
- Retirement tips for those in their 50s and 60s still building wealth
- Why your kid’s $450 baseball bat might be wrecking your financial future
- The emotional side of money—and why “no regrets” planning matters
Show Resources