What's the Right Mix of Stocks and Bonds for Your Investment Portfolio? - 347

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 12 October 2021

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

Asset allocation is the delicate balance of stocks, bonds, and other assets in an investment portfolio. What allocation is best for your retirement needs? What mix of domestic and international stocks is best? Is a 90/10 equities to fixed income mix crazy in a $10M portfolio? Should Dad be at 90/10 or 60/40? Can pension & Social Security count as a bond allocation? Plus, legacy tax planning: how to avoid confiscatory estate taxes? Show notes, free resources, Ask Joe & Al On Air: https://bit.ly/ymyw-347

Transcript

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0:00.0	Asset allocation is the delicate balance of stocks, bonds, and other assets that make up your investment portfolio.
0:06.9	Today on Your Money, Your Wealth podcast number 347, join Big Al help YMIW listeners figure out the best asset allocations for their needs.
0:16.1	What's a good mix of domestic and international stocks?
0:19.3	Is a 90-10 stock bond mix crazy in a $10 million portfolio?
0:25.7	Can pension and Social Security count as your bond allocation?
0:29.6	And should Dad's portfolio be rebalanced from 90% stocks to 60% stocks and 40% bonds?
0:36.9	Then for something completely different,
0:38.4	we'll wrap up with a legacy tax planning question.
0:41.6	How do you avoid confiscatory estate taxes?
0:45.0	Go to Your Money, Your Wealth.com,
0:47.1	and click on Ask Joe and Al on air
0:49.1	to send it your money questions and comments.
0:51.6	And don't forget to tell us where you're from,
0:53.3	where and when you listen, and what you're drinking're drinking I'm producer Andy Last and here are the hosts
0:58.2	of your money your wealth Jill Anderson CFP and Big Al Clopine CPA we got hi
1:04.2	Joe Big Allen Andy YMIW is the best I never miss an episode. Wow. Committed.
1:12.6	That is impressive.
1:13.6	More pathetic.
1:15.6	You don't say that to a fan.
1:19.6	A dedicated listener.
1:21.6	That's impressive.
1:22.6	I have a simple non-roth question.
	...

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