Rethinking the 60/40 Portfolio: Bonds, Benefits, and Beyond

Airdate: 12/16/2023 In this episode, Josh starts by reading an email from an excited listener inquiring about necessary documents for an upcoming meeting. He then delves into the importance of long-term care planning and protecting oneself from financial exploitation. Josh takes calls from listeners, addressing a range of financial questions. A caller's question about the tax implications of cashing in U.S. savings bonds leads to a detailed discussion. Another listener asks about Social Security spousal benefits, prompting Josh to provide insights and suggest further analysis for informed decision-making. The episode wraps up with Josh discussing the value of annuities in retirement planning. He also touches on McDonald's potential launch of a new drink-focused franchise, Cosmix, aiming to compete with Starbucks and Dunkin'. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!