230: What's the Ideal Asset Mix in Retirement? Is It 70/30? 60/40?
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 13 August 2021
⏱️ 19 minutes
🧾️ Download transcript
Summary
This week's retirement reading is from the Wall Street Journal, titled What's the Ideal Asset Mix in Retirement? Is It 70/30? 60/40?. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/230.
Show Notes: Howardbailey.com/230
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Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading
Transcript
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| 0:00.0 | Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees maximize their financial confidence. |
| 0:14.4 | Casey Wheat is a certified financial planner and president of Howard Bailey Financial. |
| 0:18.3 | His newest book, Job Optional, is a Wall Street |
| 0:21.3 | Journal bestseller and is available now on Amazon and at Retirewithpurpose.com. He's your host on |
| 0:27.9 | retire with purpose. Hey, I'm Casey, and I believe in retirement strategies that are driven by |
| 0:34.0 | meaning and purpose. Join me this week and every week as we discuss thoughts and ideas |
| 0:40.3 | with some of today's foremost experts in the field of finance and retirement, as well as discussing |
| 0:46.2 | trending topics that could impact your bottom line. These discussions can help you make |
| 0:51.7 | better financial decisions so you can live the lifestyle you've always imagined and deserved. |
| 0:57.9 | Welcome to the show. |
| 1:00.1 | What's up, y'all? I am here today with Marshall Johnson. |
| 1:03.9 | Hey, hey. |
| 1:04.5 | Hey, and this is our opportunity to have a discussion around one of the four articles that we sent out as part of a weekend reading for a Tyre's email series. |
| 1:11.6 | We always like to pick out one of those four articles, highlight it here for you, go a little bit |
| 1:15.3 | more in depth, offer a more in-depth takeaway from herself. And if we have the opportunity, |
| 1:20.1 | apply it to some real life situations. If you'd like to sign up for weekend reading to get that |
| 1:26.0 | email every Friday, in addition to getting a link to |
| 1:28.4 | this article, you can find it in the show notes at retire with purpose.com. The article we're going to |
| 1:33.8 | be highlighting for you comes from none other than the Wall Street Journal. And it is titled, |
| 1:38.4 | what is the ideal asset mix in retirement? Is it 70, 30, 60, 40? What is it? Yeah, I like the question here because I think |
| 1:47.7 | oftentimes people go back to those rules of thumb and go, geez, you know, am I 60-40? Am I 50-50? |
| 1:53.5 | Am I 70-30? What works best? What should I be? But I think if you're focusing on those things, |
... |
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