Description

Many of you have heard of the famous 60-40 portfolio, but is it a realistic portfolio distribution? I recently had a listener ask this question. 

In this episode of Money Mile, we’ll explore what it means to save for retirement and how the accumulation and decumulation phases differ. Then we’ll dive into the nitty-gritty of portfolio distributions. 

So, grab your earbuds and running shoes and press play to share a mile with me to learn more about portfolio distributions.

You will want to hear this episode if you are interested in...

• How many Americans rely on Social Security [1:42]
• Where the 60-40 rule came from [3:35]
• How the distribution phase is different from accumulation [5:53]
• How to diversify your investments [8:51]
• The way I try to balance my life [11:10]

Resources & People Mentioned

• Social Security statistics
• The US median income

Connect With Justin Waller

• https://WallerFC.com
• Waller Financial Coaching on Facebook
• Justin on Instagram
• Justin on LinkedIn

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Audio Production and Show Notes by - PODCAST FAST TRACK