How to Make Portfolio and Asset Allocation Changes
Money For the Rest of Us
00:00
Is There a Proper Asset Allocation?
He had been using our aggressive model portfolio as inspiration. He was leaning towards 75% in stocks and income strategy, including REITs with about 15 to 25% in bonds and cash. In the episode, I talked about other options to get really that safety first approach. Another option is fixed annuities which are sold by insurance companies.
Transcript
Play full episode
