• Understanding the 60-40 Portfolio

  • Mar 11 2025
  • Length: 29 mins
  • Podcast

Understanding the 60-40 Portfolio

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  • Summary

  • In this episode of the Retirement Playbook, Rick Hughes discusses essential strategies for retirement planning, emphasizing the importance of education, understanding investment portfolios, and navigating Medicare and Social Security. He will explore the impact of AI on investments, the necessity of diversification, and the implications of the Great Wealth Transfer. The conversation highlights the need for a customized retirement plan to ensure financial security and minimize tax burdens.

    Get to know the Hughes team and schedule a time to speak with them or see the upcoming events at https://hughesretirementgroup.com/

    See omnystudio.com/listener for privacy information.
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