Episode 16 — Purpose Behind Your Portfolio (with Cody Campbell, CFP®)

What does it really mean to give your portfolio purpose? In this episode of the Real World Retirement Podcast, host Alex Pushman is joined by advisor Cody Campbell, CFP® from Foguth Financial Group. Together, they break down how to align your investments with your lifestyle and retirement goals.

Here’s what you’ll learn:

• How to structure your money using a clear 3-bucket framework (safety, income, and growth)
• The challenges self-managers face—and how to stay disciplined when markets shift
• Why the traditional 60/40 stock-to-bond mix may not always fit your retirement needs
• The overlooked power of asset location when it comes to taxes and long-term planning

This episode is all about real-world education, not fear. Tune in and take away practical steps to make your money work with purpose.

🎧 Listen now on Spotify, Apple Podcasts, or YouTube.