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Ep 160: Should You Follow the 60-40 Rule?

Phil’s Tax Hacks · November 22, 2022

Today’s Hack

People have used the 60-40 rule for investments for years. It typically works well enough, but is it most effective?

In this episode we are going to break down the 60-40 rule and help you understand ways you can expand this concept to better diversify your investments.

Join us on today’s episode as we break down these major topics:

  • What is a 60-40 portfolio? [1:41]
  • Phil’s thoughts on the challenges of a 60-40 portfolio. [2:36]
  • What alternative to bonds could you use in a 60-40 portfolio? [7:05]

 

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