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

Author
Annex Wealth Management
Published
Sun 23 Jun 2024
Episode Link
https://share.transistor.fm/s/58fb1e2c

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. 

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