60/40 Portfolio - Rethinking the Roles of Bonds & FIAs in a Modern Retirement Income Plan cover art

60/40 Portfolio - Rethinking the Roles of Bonds & FIAs in a Modern Retirement Income Plan

60/40 Portfolio - Rethinking the Roles of Bonds & FIAs in a Modern Retirement Income Plan

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Is the Traditional 60/40 Portfolio still right for retirement? This week, Retirement Planning Specialist David Pipes explores this question, plus, why bonds aren’t as “safe” as many investors think, and David also clarifies if there is a perfect retirement investment... Enjoying the podcast? Leave a 5-star rating and review - it helps more people find the show! Don’t miss this episode if you’re looking to further secure your financial future. Make sure to subscribe to the Retirement Planning Pipe-Line Retirement Show for more episodes and leave us a review! Have questions about retirement planning or other financial topics? Connect with David and Jim and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge. --- Listen LIVE every Saturday at 8 AM CST: WCOA News Talk 104.9 FM and 1370 AM Visit our website: https://retirementpipeline.com/ Listen to the podcast: https://retirementpipeline.com/podcast Subscribe on YouTube: www.youtube.com/@retirementplanningpipeline --- Connect with Charles “David” Pipes: Phone --- 850-565-1705 Email --- Charles.Pipes@Amerilifeagent.com Website --- https://retirementplanningpipeline.com/ LinkedIn --- https://www.linkedin.com/in/charles-pipes Like, Comment, and Subscribe for more content on retirement planning, financial strategies, wealth building, and income planning. --- Charles “David” Pipes is a highly respected retirement planning specialist based in South Alabama, known for his analytical precision and client-focused approach. With dual degrees in Actuarial Science and Statistics, David brings a strong mathematical foundation to every financial strategy he designs. His deep understanding of risk, probability, and long-term forecasting has made him a trusted professional for individuals planning for retirement security and strategizing income. David combines technical expertise with a personal commitment to helping clients achieve financial peace of mind in their retirement years. His deep understanding of risk, probability, and long-term forecasting has made him a trusted professional for individuals seeking retirement security and reliable income strategies. David combines technical expertise with a personal commitment to helping clients achieve financial peace of mind throughout their retirement years. -- Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and AmeriLife are separate companies but are affiliated through common ownership. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone. Chapters (00:00:00) - Retirement Planning Pipeline(00:00:52) - Retirement Planning Pipeline(00:02:03) - Is the 6040 Portfolio Still Right for Retirement?(00:06:51) - The Right Retirement Portfolio for You(00:10:45) - RETirement Planning Pipeline(00:13:41) - Retirement Planning Pipeline(00:15:05) - Bank CD(00:19:15) - Social Security Benefit Can Increase annually(00:21:18) - Should You Include Bonds in Your Retirement Plan?(00:26:20) - Financial Wisdom of the Week(00:27:44) - Retired Annuities: Growth with Security(00:33:31) - Retirement Planner: Annuities(00:35:12) - Retirement Planning Pipeline(00:36:43) - Financial Advice: Right or Wrong?(00:40:56) - The Big Threats to a Successful Retirement(00:42:49) - No 60:40 Retirement Portfolio(00:48:01) - Amerilife Retirement Planning Pipeline(00:51:48) - How to Save for an Emergency Fund(00:54:55) - How to Manage Your Money(00:58:37) - Saving for Retirement on Retirement Radio(00:59:44) - Interviewing Experian's Rod Griffin
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