Bond Ladders in 2024: How to Build a Bond Portfolio for Your Retirement
As one listener prepares for an early retirement, James discusses the situation, covering how to build a bond ladder based on non-retirement funds.
James provides a different way of looking at the stock-to-bond conversation.
Learn how to determine the appropriate amount to have a bond ladder and whether you should own individual bonds or bond funds as a part of that ladder.
Questions Answered:
How do you balance risk capacity and risk tolerance in portfolio allocation?
How do you build an effective bond portfolio for retirement?
Timestamps:
0:00 - Listener case study
2:37 - James’s perspective on bonds
7:42 - Considering purchasing power
10:18 - Balance of stocks and bonds
13:39 - Dividends are typically resilient
16:40 - All bonds not created equally
20:30 - Bond ladder
23:09 - Different types of bonds
24:51 - Withdrawal strategy
26:39 - More on bonds
30:09 - 3 questions to consider
Create Your Custom Strategy ⬇️
Get Started Here. (https://www.rootfinancialpartners.com/)
Join the new Root Collective HERE!
(https://ari-taublieb.mykajabi.com/the-root-collective)
Видео Bond Ladders in 2024: How to Build a Bond Portfolio for Your Retirement канала James Conole, CFP®
James provides a different way of looking at the stock-to-bond conversation.
Learn how to determine the appropriate amount to have a bond ladder and whether you should own individual bonds or bond funds as a part of that ladder.
Questions Answered:
How do you balance risk capacity and risk tolerance in portfolio allocation?
How do you build an effective bond portfolio for retirement?
Timestamps:
0:00 - Listener case study
2:37 - James’s perspective on bonds
7:42 - Considering purchasing power
10:18 - Balance of stocks and bonds
13:39 - Dividends are typically resilient
16:40 - All bonds not created equally
20:30 - Bond ladder
23:09 - Different types of bonds
24:51 - Withdrawal strategy
26:39 - More on bonds
30:09 - 3 questions to consider
Create Your Custom Strategy ⬇️
Get Started Here. (https://www.rootfinancialpartners.com/)
Join the new Root Collective HERE!
(https://ari-taublieb.mykajabi.com/the-root-collective)
Видео Bond Ladders in 2024: How to Build a Bond Portfolio for Your Retirement канала James Conole, CFP®
investing retirement planning tax planning financial planning retirement personalfinance taxes dividend investing financial planning at 50 how do I retire? long-term investing financial planning at 60 roth conversions roth ira IRA individual retirement account benefits of investing pros and cons of investing donor advised fund financial education
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22 января 2025 г. 6:22:26
00:35:17
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