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GRFTFS: Shift to Bonds in Retirement?
Manage episode 524047379 series 3033836
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"I’m 66 and still mostly invested in stocks. Should I start shifting into bonds now that I’m retired, or is that old-school thinking?" We're answering YOUR questions on this week's Get Ready For The Future Show!
- We don’t have kids and want to leave part of our estate to our church and a few nonprofits. What’s the best way to do that while minimizing taxes?
- We’re 64 and considering selling our home and moving into a smaller condo. How do we know if it will actually save us money in retirement?
- We’re both retired and have some investment income. Are there situations where it makes sense to file taxes separately instead of jointly?
And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to [email protected]!
Originally aired 12/10/2025
692 episodes
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