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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Thursday Sep 15, 2022
Thursday Sep 15, 2022
A listener shares a Yahoo! Finance article called “The 60/40 Strategy Is on Pace for Its Worst Year Since 1936: BofA” and wants to know if they should keep this mix in 2022. Listen along as Paul breaks down the article and the portfolio it uses. If you’re using a 60/40 portfolio like the one in the article, you might be in danger. Paul then explains why he still likes this asset mix overall and what you should look for in a 60/40 portfolio.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
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