The Hidden Risk Lurking in Your "Safe" Retirement Money

What if the "safe" side of your retirement portfolio isn't as safe as you think? Dan Groben and Phil Menard examine whether the traditional 60/40 portfolio still works in today's market and why bonds may present challenges that many investors overlook. They discuss interest rate risk, the impact of inflation, and how fixed indexed annuities are often used as an alternative for portfolio protection and income planning. The conversation also explores concerns surrounding future Social Security benefits and the role guaranteed income can play in a retirement strategy.

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