How Much Should You Have in Bonds? episode artwork

EPISODE · May 12, 2025 · 29 MIN

How Much Should You Have in Bonds?

from Five Minute Finance

In this episode of Five Minute Finance, Matt Robison and Mike Morton tackle the age-old question: how much should you have in bonds? Spoiler: The old rules of thumb, like “your age in bonds” or “the 60/40 portfolio,” might be doing more harm than good. Mike lays out a smarter, more personalized approach using the “bucket strategy,” aligning your investments with short, medium, and long-term spending needs. They also cover why target date funds can be too conservative, and how to protect yourself from sequence of return risk in retirement.Are you ready to create your ideal lifestyle?  Let’s Connect.Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

Episode metadata supplied by the publisher feed · Published May 12, 2025

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How Much Should You Have in Bonds?

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This episode was published on May 12, 2025.

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