
From the pitfalls of the old 60/40 portfolio to the hidden risks of target-date funds, Colin Richards and Dylan Schoonover reveal why traditional retirement strategies don’t hold up in today’s markets. They explain how sequence-of-returns risk can derail your income, why stocks and bonds can fall together, and smarter ways to protect your nest egg without giving up growth.

What you’ll learn:
-Why the 60/40 rule is outdated and risky for boomers
-How sequence-of-returns risk impacts withdrawals in retirement
-The barbell approach to balancing guaranteed income with growth
-Why stress testing your portfolio matters more than ever
-The #1 question every retiree should ask their financial advisor
-How to prepare for legacy planning while still enjoying retirement

Tune in to learn how to safeguard your retirement savings, reduce risk, and build a plan that lasts through good markets and bad.

Learn more at: https://lordandrichards.com/

Call for your complimentary Retirement Freedom Review: 720-372-0400

Investment Advisory Services offered through Lord and Richards Wealth Management, LLC, a Registered Investment Adviser.

Why the 60/40 Portfolio Fails in Retirement — Smarter Strategies for Boomers

Lord and Richards is a firm dedicated to helping people become more financially independent and better able to cope with the changing world around them from a biblical point of view.

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