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cover of episode Should You Have a 100% Stock Portfolio in Retirement?

Should You Have a 100% Stock Portfolio in Retirement?

2020/11/17
logo of podcast Ready For Retirement

Ready For Retirement

Shownotes Transcript

Our topic on this episode of the Ready for Retirement podcast is thinking through the question, “Should you Have a 100% Stock Portfolio in Retirement?” 

James discusses the statistical and practical standpoints on this topic to help listeners understand that when you are investing, there are thousands of options. The conventional wisdom is to own more stocks during your working years, as you primarily focus on growth, and own more bonds during retirement, as you focus on income and capital preservation.

James discusses the implications of owning bonds and the primary reasons why bonds can be great for your portfolio, as well as reasons why owning more bonds later in retirement may make achieving your financial goals more difficult. 

So, Should you Have a 100% Stock Portfolio in Retirement? LET'S CONNECT!

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