How Much Should You Allocate to Stocks As You Approach Retirement

08/18/20 • 13 min

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.

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.

Previous Episode

The Seven Deadly Sins of Investing

Today is Jeremy Schneider's last episode as guest host before Taylor returns.

He reveals the seven deadly sins of investing, including the most deadly...number seven!

Jeremy dives deep into which factors can predict future investment performance and compares two similar investors...one who ends up with $1.2M and the other with less than $7,000!

Next Episode

Retirement Investing #1: The Psychology of Money with Morgan Housel

Today I’m kicking off a 4-part series on investing in the stock market. And, I don’t think I could have found a better guest to get us started.

My favorite personal finance writer, Morgan Housel, joins us to talk about three BIG things:

Why the 60/40 portfolio isn’t dead
The history of the 4% rule and how it applies to retirement savers today
How the psychology of money applies to everyone, from boring index fund investors to stock pickers and day traders

This is my favorite interview of 2020. Period.

If you want to learn about investing from one of the smartest thinkers out there, today’s episode is for you.