Retire With Purpose - The Retirement Podcast 534: By the Numbers: Gold vs. Stocks — What the Data Says About Retirement Portfolios
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Nov 21, 2025 Dive into the debate of gold versus stocks in retirement portfolios. With gold's recent surge, experts analyze whether it's a worthy investment or merely a fleeting distraction. Historical data reveals how gold stacks up against stocks over the long term. They dissect the role of central banks and the effects of inflation. Practical advice is given on diversifying with gold, advocating for modest allocations to enhance portfolio stability. Tune in for insights that could reshape your retirement strategy!
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Beware Cherry-Picked Timeframes
- A 25-year snapshot (2000–2025) can mislead by cherry-picking start points that favor one asset over another.
- Casey Weade and Marshall Johnson emphasize zooming out to longer periods to avoid false conclusions from short windows.
Client Shifted Toward Risk Over Inflation Fear
- A retiree client shifted from safety to more equity exposure because he feared losing purchasing power to inflation.
- Casey Weade used this story to show psychology can drive big asset-allocation changes late in retirement.
Fear Of Losing Purchasing Power Drives Demand
- Recent gold inflows came during a period when stocks were also rising, creating a split narrative.
- Warren Pies' idea: fear of losing purchasing power now replaces fear of losing principal for many investors.
