Is the classic 60-40 portfolio model dead?

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 3 December 2022

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Money Matters, Scott and Pat discuss whether the classic 60-40 portfolio model is actually dead. They then answer a call from a Washington investor who wants advice on the tax implications of converting a traditional IRA into a Roth IRA, before advising a son who has questions about selling his mother’s EE savings bonds.

Transcript

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0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:21.2	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would
0:27.2	like to help you by answering your call to join Allworth's Money Matters.
0:31.5	Call now at 83399 Worth.
0:34.3	That's 83399 W-O-R-T-H.
0:39.2	Welcome to Allworth's Money Matters. I'm Scott Hanson.
0:42.5	I'm Pat McLean. Thanks for joining us.
0:44.3	That's right. We're kicking off December, 2022.
0:50.7	With myself, my co-host, we are both financial advisors, certified financial planner,
0:54.7	chartered financial consultant, spend our weekdays helping people with their finances and
0:59.8	broadcast our program on the weekends being your financial advisors on the air or podcast
1:04.5	or whatever the case may be.
1:06.4	And glad that you are taking some time to join us today.
1:09.6	And I think we've got a pretty good program. We'll see. And I that you were taking some time to join us today. And I think we've got a pretty good program.
1:11.6	We'll see.
1:12.6	And I tell you, I mean, 2020 is going to go down as not a great year for investors.
1:21.0	By and large.
1:22.2	Yes.
1:23.0	Across, maybe, if you were heavily into oil.
1:29.2	Yeah, oil hasn't, I mean.
1:31.1	For a period of time.
1:32.0	Yeah, I don't know where it started.
	...

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