3min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP441: Balancing Financial Goals With A Fulfilling Life w/ Peter Mallouk

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Why Own Bonds at All This Advantage?

As we're getting older an nearing retirement, how does the portfolio shift now? Well, i think a lot of people wold think that it's really based on age, and i'm not a believer in that at all. So starting out, maybe dollar costs averaging into the s m p 500 as youme, is part of the game plan. As you get older in life, the allocation changes, right? You have to change up the diversification, maybe even incorporate things like bonds.

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