424: If Stocks Beat Bonds, Why Diversify?
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 1 March 2024
⏱️ 26 minutes
🧾️ Download transcript
Summary
Don't believe everything you read. In this episode, we discuss the latest research on stocks vs. bonds and why academically sound research may not apply to your situation.
Join us as we discuss:
- Balancing risk and return
- Building a portfolio based on your unique needs
- Utilizing modern tools that go beyond stocks and bonds
Today's article comes from AQR.com titled, Why Not 100% Equities. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
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Show Notes: Howardbailey.com/424
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ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Transcript
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| 0:00.0 | Do you have any bonds in your portfolio? |
| 0:01.6 | Maybe you're following the old 60-40 mix. |
| 0:04.3 | Well, the latest research might tell you to do something different. |
| 0:07.3 | Maybe the best strategy for you is to hold 100% in stocks. |
| 0:10.7 | We'll talk about that research and more. |
| 0:26.6 | Welcome to Retire with Purpose Podcast, where it is my mission to deliver clarity and purpose and elevate meaning in your life. And if you're new to the show, I want you to know what I mean by that and how we do that here on the show. |
| 0:31.4 | We do that both through financial and non-financial conversations. |
| 0:35.1 | And you'll notice that as it shows up in our conversations that we have with a world-class guest. Every other Monday, we bring to you a world-class guest in a long-form interview-based podcast on a variety of different topics. It could be money. It could be health. It could be nutrition. It could be fitness. It could be meeting and purpose and retirement. And then every single Friday, we get together with you. |
| 0:56.5 | And we discuss a trending topic to keep you up to date on the latest trends. |
| 1:01.0 | And a lot of these articles that we're going to talk about, they actually come out of our |
| 1:06.3 | weekend reading for a Tyrese email series. |
| 1:08.7 | That's an email that we send out every single Friday. It's curated |
| 1:11.9 | by myself, Marshall Johnson, the team here at Howard Bailey Financial. We put together four articles, |
| 1:17.9 | put them in your inbox with summaries and takeaways, along with a litany of other resources, |
| 1:22.5 | podcast highlights, white paper giveaways, webinar invitations, all types of great stuff is found in that |
| 1:28.8 | email. And not only are we going to do that, one of the things I love about our weekend reading |
| 1:33.0 | subscribers is that it's really a community. You've helped me out by participating in these |
| 1:38.3 | interviews because I reach out to you prior to bringing on our guests and say, hey, I'm bringing |
| 1:43.0 | on so-and-so. What kind of question should I ask? So you can help be a co-architect of mine in these interviews by signing up. And I'm also going to send you a free digital copy of my Wall Street Journal, Best Sung, book, Job Optional. Super easy to get signed up. Just shoot us a text with the key letters WR to 866, 482, 9559. And then we will shoot you a link so that you can get yourself signed up. Today, I'm here with my good friend and fellow certified financial planner practitioner. I've got Marshall Johnson here with me. Hey, hey, welcome, man. I'm so happy to happy to be here. I'm excited to have you here, man. |
| 2:17.6 | I mean, we've only been doing this for, what, five, five, six years. Just a little while. Just a little while. Yeah, we've been doing this for a while. And I figured we'd run out of things to talk about by now, but you know what? Things just keep coming up and. Well, the beauty of it, a lot of times, a lot of the same things that came up 20 years ago. |
| 2:34.3 | They'll start to come back up today. |
| 2:35.6 | They start to come back around, right? |
... |
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