EPISODE · Dec 30, 2025 · 12 MIN
Has the 60/40 Portfolio Finally Failed?
from The Right Path to Retirement · host Jimmy Lin
When the classic 60/40 portfolio stumbles, what do you do next? In this episode, Jimmy Lin breaks down why inflation and rising rates are shaking up long‑trusted retirement strategies and what smarter alternatives today’s retirees are leaning on. From fixed indexed annuities to income‑planning tools that protect against unexpected job loss or health setbacks, Jimmy explains how to build stability when markets and careers feel less predictable. He also reveals how proactive scenario planning can safeguard your lifestyle long before retirement begins. If you want to begin the conversation on helping turn your retirement savings into income, preserving your retirement assets, and optimizing your taxes throughout retirement, go to rightpathwm.com and set up a meeting with Jimmy and the team or call 702-805-7000. Hear Jimmy Lin on “Right Path to Retirement Radio” each Saturday at 12 noon on News and Talk Radio 840 KXNT Facebook YouTubeSee omnystudio.com/listener for privacy information.
Embed this episode
Ready to play
Has the 60/40 Portfolio Finally Failed?
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.