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cover of episode Bond Ladders in 2024: How to Build a Bond Portfolio for Your Retirement

Bond Ladders in 2024: How to Build a Bond Portfolio for Your Retirement

2024/1/9
logo of podcast Ready For Retirement

Ready For Retirement

Shownotes Transcript

As one listener prepares for an early retirement, James discusses the situation, covering how to build a bond ladder based on non-retirement funds.James provides a different way of looking at the stock-to-bond conversation.Learn how to determine the appropriate amount to have a bond ladder and whether you should own individual bonds or bond funds as a part of that ladder.Questions Answered:How do you** **balance risk capacity and risk tolerance in portfolio allocation?How do you build an effective bond portfolio for retirement?Timestamps:0:00 - Listener case study2:37 - James’s perspective on bonds7:42 - Considering purchasing power10:18 - Balance of stocks and bonds13:39 - Dividends are typically resilient16:40 - All bonds not created equally20:30 - Bond ladder23:09 - Different types of bonds24:51 - Withdrawal strategy26:39 - More on bonds30:09 - 3 questions to consider

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