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What's the Right Mix of Stocks and Bonds for Your Investment Portfolio? - 347

What's the Right Mix of Stocks and Bonds for Your Investment Portfolio? - 347

FromYour Money, Your Wealth


What's the Right Mix of Stocks and Bonds for Your Investment Portfolio? - 347

FromYour Money, Your Wealth

ratings:
Length:
38 minutes
Released:
Oct 12, 2021
Format:
Podcast episode

Description

Asset allocation is the delicate balance of stocks, bonds, and other assets in an investment portfolio. What allocation is best for your retirement needs? What mix of domestic and international stocks is best? Is a 90/10 equities to fixed income mix crazy in a $10M portfolio? Should Dad be at 90/10 or 60/40? Can pension & Social Security count as a bond allocation? Plus, legacy tax planning: how to avoid confiscatory estate taxes? Show notes, free resources, Ask Joe & Al On Air: https://bizlink.to/ymyw-347
Released:
Oct 12, 2021
Format:
Podcast episode

Titles in the series (100)

“Best Retirement Podcast With Humor 2022” (FIPhysician). Learn strategies that can help you retire successfully on this funny personal finance podcast. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer questions about your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only fiduciary. Access free financial resources, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis, and read episode transcripts: http://YourMoneyYourWealth.com