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It has been a rough last couple of years for the 60/40 portfolio investors, but does that mean this investing strategy is dead? On this episode of A Wiser Retirement™ podcast, Casey Smith and Andrew Pratt, CFA® talk about the 60/40 portfolio strategy and its performance historically. They also discuss why it continues to play a pivotal role in retirement planning, despite the challenges.
Podcast Episodes Referenced:
- Ep 182: Investing for the Long Haul: Creating a Retirement-Focused Investment Strategy
- Ep 165: 5 Principles of Successful Investing
Youtube Videos Referenced:
- Pros and Cons of Dividend Investing
- Two Bucket Investing Strategy: Income Strategy vs Total Return
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!
By Wiser Wealth Management4.8
4949 ratings
It has been a rough last couple of years for the 60/40 portfolio investors, but does that mean this investing strategy is dead? On this episode of A Wiser Retirement™ podcast, Casey Smith and Andrew Pratt, CFA® talk about the 60/40 portfolio strategy and its performance historically. They also discuss why it continues to play a pivotal role in retirement planning, despite the challenges.
Podcast Episodes Referenced:
- Ep 182: Investing for the Long Haul: Creating a Retirement-Focused Investment Strategy
- Ep 165: 5 Principles of Successful Investing
Youtube Videos Referenced:
- Pros and Cons of Dividend Investing
- Two Bucket Investing Strategy: Income Strategy vs Total Return
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!

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