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291-Friday Q&A: Real Estate, How Much Money is Too Much in Qualified Accounts, Bank on Yourself and Infinite Banking, Stocks vs Bonds

Radical Personal Finance

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Are You Thinking About Dumping the Bonds?

Mark and his wife are about three to four years from financial independence. They've been thinking of dumping the bonds in their portfolio. Matthew, i think one of the biggest mistakes investors make is transitioning their portfolios to be too heavy in bonds as compared to stocks. But nobody would say an 80 20 allocation is somehow a conservative portfolio.

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