Faith & Retirement – Episode 23: Does a 60/40 Balanced Portfolio Still Make Sense?

 

Episode 23: Does a 60/40 Balanced Portfolio Still Make Sense?
In this week’s episode, Jay Peroni, CFP® discusses challenges women face in retirement planning. Retirement can look a little different for women than it does for men. Women still are more likely to serve as caretakers than men meaning they may accumulate less income and benefits due to their time absent from the workforce. Jay tackles practical steps women can take and ways they can properly prepare for retirement. Then Jay covers the old balanced 60/40 model. Do 60% stocks and 40% bonds still make sense in this environment? Later, Jay covers the U.S. debt situation. Has U.S. debt reached the point of no return? What will trigger a debt crisis? Then Jay looks at the latest headlines from Tractor Supply Company showing how conservative activists can influence the corporate culture. Don’t miss this amazing story; tune into this week’s episode!

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In this week’s episode, Jay Peroni, CFP is joined by Mark Minnella of More Than Money Ministries to talk about how Christians can rescue funds from secular money management and bring them under alignment with God’s word.

In this week’s episode, Jay Peroni, CFP tackles some common life events that often cause families to make a shift to seek out professional help and retirement wisdom. He examines some key reasons and what you should look for as you seek guidance for retirement.


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