Sunday, June 23rd. Rethinking the 60/40 portfolio. - podcast episode cover

Sunday, June 23rd. Rethinking the 60/40 portfolio.

Jun 23, 202456 minTranscript available on Metacast
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Episode description

Dave Spano and Brian Jacobsen present our Week-in-Review and discuss rethinking what’s in the 60 and what’s in the 40.  Instead of changing the 60 and 40, you can dial up and down the risk within the 60 and within the 40. Also on the show, the latest on Roth 401ks, how to prep for an inheritance, a few things to think about when considering part-time retirement, and mistakes that 30 and 40 somethings make on the way to retirement.