In this episode, we introduce a new team member and dive into a hot take regarding the role of bonds in retirement income planning.  Additionally, we discuss the power of aligning the needs of the portfolio with the most efficient tool to accomplish those needs.

In this episode, we introduce a new team member and dive into a hot take regarding the role of bonds in retirement income planning. Additionally, we discuss the power of aligning the needs of the portfolio with the most efficient tool to accomplish those needs.

In this episode, we introduce a new team member and dive into a hot take regarding the role of bonds in retirement income planning.&nbsp; Additionally, we discuss the power of aligning the needs of the portfolio with the most efficient tool to accomplish those needs.

Bert, Bonds and Seeking Portfolio Efficiency

Retirement Well Crafted is a podcast that focuses on the challenges, strategies, and realities facing those in, or nearing, retirement.&nbsp; Our goal is to provide actionable information and ideas that will empower our audience to live their post-work years on their own terms. My father was fond of saying&nbsp; “whatever you do, do it on purpose”.&nbsp; This philosophy certainly applies as we craft our retirement plans. We all have our own vision of what a successful retirement looks like - let’s make sure we get there on purpose. It’s my sincerest hope “Retirement Well Crafted” will help lay a foundation for achieving your vision. &nbsp;

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Retirement Well Crafted is a podcast that focuses on the challenges, strategies, and realities facing those in, or nearing, retirement.  Our goal is to provide actionable information and ideas that will empower our audience to live their post-work years on their own terms. My father was fond of saying  “whatever you do, do it on purpose”.  This philosophy certainly applies as we craft our retirement plans. We all have our own vision of what a successful retirement looks like - let’s make sure we get there on purpose. It’s my sincerest hope “Retirement Well Crafted” will help lay a foundation for achieving your vision.  

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Bert, Bonds and Seeking Portfolio Efficiency

Bert, Bonds and Seeking Portfolio Efficiency