Full Show: Do the 60/40 Portfolio and the 4% Rule Still Work?
A recent article from the Wall Street Journal took a shot at two time-honored investment strategies: the 60/40 portfolio and the 4% rule. Will these two financial principles work in the future? CERTIFIED FINANCIAL PLANNER® Wes Moss, a managing partner with Capital Investment Advisors, joins Christa to discuss the purpose of these fundamentals and explains why they still belong on the Mt. Rushmore of finance.
Clark is off today, but we hope you enjoy the show with Wes and Christa. Let us know what you think in the comments below!
00:00 - Intro
02:06 - 60/40 Portfolio
07:15 - Ask Wes - Should I leave company stock in my account or sell/invest?
10:08 - Ask Wes - What retirement account should we use if we own a business?
13:19 - 4% Rule
18:32 - Ask Wes - Is it possible to withdraw contributions from a Roth IRA without penalty?
19:34 - Ask Wes - What’s the downside to an annuity offering to pay my required minimum distributions?
Mentioned on the show:
https://www.wsj.com/finance/investing...
https://www.yourwealth.com/pla_team_m...
https://www.forbes.com/sites/wesmoss/...
Wes Moss Podcast - @RetireSoonerTeam
Wes Moss Website - https://www.wesmoss.com
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