Imagine you’re in your mid-50s — the kids are grown, the mortgage is nearly gone, and you’re wondering if retirement within the next decade is possible. Tony Zabiegala and Derek Gabrielsen from Strategic Wealth Partners break down five practical steps to prepare for retirement without panic, drastic lifestyle changes, or confusion. From tightening your budget to eliminating bad debt, maximizing tax-advantaged accounts, adjusting your investment mix, and building a second income stream — this ...
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Imagine you’re in your mid-50s — the kids are grown, the mortgage is nearly gone, and you’re wondering if retirement within the next decade is possible. Tony Zabiegala and Derek Gabrielsen from Strategic Wealth Partners break down five practical steps to prepare for retirement without panic, drastic lifestyle changes, or confusion. From tightening your budget to eliminating bad debt, maximizing tax-advantaged accounts, adjusting your investment mix, and building a second income stream — this ...
Is the 60/40 Portfolio Making a Comeback? | Bonds, Rate Cuts & Retirement Planning, Ep. 333
Capitalist Investor
14 minutes
2 months ago
Is the 60/40 Portfolio Making a Comeback? | Bonds, Rate Cuts & Retirement Planning, Ep. 333
The 60/40 portfolio (60% stocks, 40% bonds) has been called everything from the cornerstone of retirement planning to a relic of the past. With the Fed signaling multiple rate cuts, could bonds finally regain their place in balanced portfolios? In this episode of The Capitalist Investor, Tony Zabiegala and Derek Gabrielsen discuss the history of the 60/40 model, why bonds collapsed in 2022, and whether alternatives like private credit, real estate, and annuities deserve a spot in your retire...
Capitalist Investor
Imagine you’re in your mid-50s — the kids are grown, the mortgage is nearly gone, and you’re wondering if retirement within the next decade is possible. Tony Zabiegala and Derek Gabrielsen from Strategic Wealth Partners break down five practical steps to prepare for retirement without panic, drastic lifestyle changes, or confusion. From tightening your budget to eliminating bad debt, maximizing tax-advantaged accounts, adjusting your investment mix, and building a second income stream — this ...
