
Sign up to save your podcasts
Or


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!

3,241 Listeners

803 Listeners

1,330 Listeners

457 Listeners

535 Listeners

545 Listeners

694 Listeners

936 Listeners

825 Listeners

586 Listeners

1,067 Listeners

95 Listeners

130 Listeners

138 Listeners

102 Listeners