Kelly Capital Partners Retirement Talk - How's Your Portfolio? Taxes and Roth IRA's

from Kelly Capital Partners Retirement Talk · host Christopher

In this episode of the Kelly Capital Partners Retirement Talk podcast, hosts Janie & Sean discuss the evolving landscape of retirement investment strategies, particularly the shift from the traditional 60-40 portfolio to a more dynamic total portfolio approach. They explore the implications of recent tax changes and the benefits of Roth IRAs, emphasizing the importance of strategic planning for retirement income and asset allocation.

Episode metadata supplied by the publisher feed · Published Mar 5, 2026

Embed this episode

Attribution link and audio player

NOW PLAYING

Kelly Capital Partners Retirement Talk - How's Your Portfolio? Taxes and Roth IRA's

0:00 17:38

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Kelly Capital Partners Retirement Talk?

This episode is 17 minutes long.

When was this Kelly Capital Partners Retirement Talk episode published?

This episode was published on March 5, 2026.

Can I download this Kelly Capital Partners Retirement Talk episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!