EPISODE · Jan 9, 2024 · 35 MIN
Bond Ladders in 2024: How to Build a Bond Portfolio for Your Retirement
from Ready For Retirement · host James Conole, CFP®
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 study2:37 - James’s perspective on bonds7:42 - Considering purchasing power10:18 - Balance of stocks and bonds13:39 - Dividends are typically resilient16:40 - All bonds not created equally20:30 - Bond ladder23:09 - Different types of bonds24:51 - Withdrawal strategy26:39 - More on bonds30:09 - 3 questions to considerCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!
What this episode covers
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 buil...
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Bond Ladders in 2024: How to Build a Bond Portfolio for Your Retirement
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