Discover the tips and strategies that will help you achieve your retirement goals.

I'm your host, James Canole, and this is the podcast dedicated to helping you retire well.

It all starts right here on Ready for Retirement. for retirement.

Hi, everyone, and welcome back to another episode of Ready for Retirement.

I'm your host, James Knoll.

Today's episode is going to be all about the 6040 portfolio and specifically what return can you expect from it going forward.

Today's episode was from a listener question. So thank you very much for submitting your questions. If you have a

question that you'd like to submit, be sure to check out the Ready for Retirement.co webpage where you can

submit your question that I will answer on a future episode. So today's question comes from a

listener and it's this. It goes,

Hi, James. I'm a new listener to the podcast and I have a question. Given the state of bonds,

what is a reasonable expected return on a 60, 40 portfolio? I'm thinking 5% into question. So this is a

question I think is on a lot of people's minds, whether it's a 60, 40 portfolio or any portfolio,

for that matter, with what's happening in the bond market, what does that mean for forward-looking

returns? As investors, how should we react to that? Well, let's take a look. Let's start with some

contexts. Let's start by looking at this historically. Let's take a look out towards the future.

And then let's take a look at towards the future. And then let's take

a look at what really matters in this. So be sure to tune into the end or stay until the end because I

want to help you reframe the way you can look at the 6040 portfolio to start with. So if we go way, way,

way back all the way to 1926. And if we just want to understand what has the return of this portfolio

been since then, that's going to be a very helpful starting point as we start to understand

or start to unpack what might that look like going forward. So since January 1st of 1926,

...