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Most people think they own bonds in their retirement accounts, but what they really own is bond exposure via bond funds.

And this exposure can lead to a loss in a wide variety of market conditions!

In this episode of the Slow Money Show by Revise:

1. Why your 60/40 portfolio might be riskier than you think- How bond funds and ETFs really work (spoiler: it's not just "safe money")
2. The difference between owning bonds and owning exposure to bond prices
3. How fixed indexed annuities can enhance yield without adding riskA real-life Monte Carlo case study that improved a client’s retirement success rate from 87% to 97%

If you’re approaching retirement—or just want to actually understand what’s in your IRA or 401(k)—this one’s for you.