Why the 60/40 Portfolio Is Failing Retirees (And What Actually Works Now) | The Limitless Retirement Podcast
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Why the 60/40 Portfolio Is Failing Retirees (And What Actually Works Now) | The Limitless Retirement Podcast
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👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started
Retirees often fall into the trap of using one-size-fits-all investment plans. Danny explains why understanding both risk capacity and risk tolerance is essential, and how the spending bucket approach helps protect against market downturns. His message is clear: a customized, well-structured investment strategy is key to generating reliable income for life.
Key Takeaways
- Retirees often start with generic investment strategies.
- Retirement planning should not be a one-size-fits-all approach.
- Understanding risk capacity is crucial for retirement planning.
- A spending bucket can protect against market downturns.
- Risk tolerance is about emotional responses to market changes.
- Your 'freak out number' is key to understanding risk tolerance.
- Combining risk capacity and tolerance creates a personalized strategy.
- The best portfolio allows you to stay invested during downturns.
- Investment strategies should be based on individual circumstances.
- Structuring investments properly can ensure reliable retirement income.
Resources:
- Gudorf Financial Group
- Get Your Free Retirement Assessment
- The Retire Ready Toolkit (free resource)
- Subscribe on Youtube
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