In this episode of Ready for Retirement, James discusses what return you should expect from a 60/40 portfolio going forward.Questions Answered: Is the 60/40 portfolio the best portfolio in retirement?What's the best strategy to utilize when it comes to determining the best allocation for my retirement goals?How does this impact your overall retirement strategy?Check out the podcast on YouTube here!Check out our main channel on YouTube here!LET'S CONNECT!FacebookLinkedInWebsiteENJOY THE S...

What Return Should You Expect for a 60/40 Portfolio Going Forward?

Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spend more time thinking about what matters most to you in retirement. I post weekly episodes to keep you up-to-date on all the best tips and strategies to create a retirement that excites you. Everything from investing tips, tax planning, withdrawal strategies, insurance planning, Social Security, and that's just the start! Let's help you maximize your return on life. We use your money and the strategies I share in this podcast to do just that!

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Jennifer, 54, plans to retire soon. Her husband, 70, is retired, on Social Security, and dealing with some severe health issues. Jennifer worries about possibly becoming single in retirement, which could result in a higher tax bracket for her. Jennifer is considering whether to convert her traditional accounts to Roth to lower future taxes or to change her contributions to Roth 403b, even if it means paying more taxes now. James walks us through several factors for her to consider and de...

What Return Should You Expect for a 60/40 Portfolio Going Forward?

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