Stocks, Bonds, or a Cash Wedge — What's Right for Your Retirement?

About this episode

Evan and Sam discuss new research on retirement investment strategies, advocating for a diversified equity portfolio over traditional bonds.

Send us Fan Mail In this episode, Evan and Sam explore new research challenging the conventional wisdom of shifting to bonds as you near retirement, making the case that a globally diversified equity portfolio — tailored to your personal risk tolerance, capacity, and financial needs — may actually give you better odds of reaching your retirement goals. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the are...

People in this episode

Host: Evan Neufeld

Guest: Sam

Topics covered

• retirement planning
• investment strategies
• equity portfolio
• risk tolerance
• financial goals

Keywords

• retirement
• stocks
• bonds
• cash wedge
• investment
• financial planning
• risk tolerance

Mentioned in this episode

Organizations: Cedar Point Pathway

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