How Much Should You Allocate to Stocks As You Approach Retirement

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

Financialplanning, Retirement, Money, Taxplanning, Stocks, Wealth, Business, Investing, Retirementplanning

2.4 • 606 Ratings

🗓️ 18 August 2020

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today on the show I'm answering a fantastic question from Stay Wealthy listener, Chris M.

Chris asked about how he should think about his allocation to stocks versus bonds as he gets closer to retirement.

"Do I have to increase my allocation to bonds? Is it dangerous to continue to hold stocks?"

If retirement is in the next 5-10 years and you want to better understand how to invest during the most vulnerable period of your financial life, this episode is for you.

Transcript

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0:00.0	Welcome to the Stay Wealthy Podcast. I'm your host, Taylor Schulte, and today I owe both a big
0:09.9	apology and a big thank you. But first, I want to welcome all the new listeners. While I was out
0:15.4	last month, the show broke into the iTunes top 50. And I'm not exactly sure how to take that since I wasn't the one
0:22.2	behind the microphone, but I will take it. Anyhow, it's nice to see the show continue to grow.
0:27.6	It's a signal to me that we're doing something well. And it really does give me the motivation to
0:32.3	continue to get better and improve and just figure out how to add even more value to everybody listening.
0:39.0	Before I share more about my apology, I want to publicly thank Jeremy Schneider for doing such
0:44.1	a fantastic job of guest hosting. He did five awesome episodes. The feedback I received was
0:51.2	overwhelmingly positive, and it sounds like everyone really appreciated having
0:55.1	a guest host versus me replaying old episodes while I took a break. So I'm glad I gave that a shot.
1:01.5	If you have any feedback for me or Jeremy, feel free to shoot me an email at podcast at you
1:07.2	stay wealthy.com. And if you haven't already, be sure to check out Jeremy's
1:12.5	popular Instagram account at Personal Finance Club and his investing community that he's built
1:18.6	at personalfinanceclub.com. Okay, as for my apology, we really got our wires crossed over here
1:26.1	with Jeremy guest hosting last month on the show.
1:29.1	As he shared, we even failed to count the number of Tuesdays in the month of July correctly.
1:34.7	But we also had a mix up with the next few episodes here in August.
1:39.2	And I will not be publishing a full-length show until Tuesday, September 1st. So for that, I apologize. All I can say
1:48.0	is that I promise to find a way to make it up to everybody. With that being said, I'm not going to
1:52.8	completely leave you hanging today. I received a great question from one of our listeners, Chris M,
1:58.4	and I wanted to answer it for him on the show so everyone could benefit.
2:02.6	If you've ever wondered how much you should allocate to stocks as you approach retirement and
	...

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