What Your Advisor Should Tell You About Bond Laddering

Episode 30 dives into bond laddering — a fixed-income strategy that many advisors mention but rarely explain well. Lucas walks through a concrete example: building a five-year ladder with $100,000 using Treasuries, agency bonds, and investment-grade corporates. He explains how maturity staggering handles reinvestment risk and why the current inverted yield curve actually favors shorter rungs. Luna pushes back on whether laddering still makes sense with yields where they are in June 2026, and they discuss the key difference between laddering and a barbell strategy. By the end, listeners understand exactly how a ladder works, when to use it, and the one question they should ask their advisor before letting them build one. #BondLaddering #FixedIncome #FinancialAdvisor #BondStrategy #YieldCurve #ReinvestmentRisk #Treasuries #AgencyBonds #CorporateBonds #BarbellStrategy #Finance #Investing #WealthManagement #FexingoBusiness #BusinessPodcast #PersonalFinance #AdvisorTips #LadderVsBarbell Keep every episode free: buymeacoffee.com/fexingo