Ep 541: Protected vs. Growing: The Split Your Portfolio Actually Needs

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When's the last time you looked at your portfolio and felt genuinely confident it could weather a bad year? For most of us, the answer is some version of "I'm diversified — stocks for growth, bonds for safety — so I should be fine." But in 2022, stocks and bonds both posted double-digit losses at the same time, and the "safe" part of the plan turned out not to be so safe after all. That gut-check sent researchers looking for a third option, one that doesn't make you choose between growth and protection, but blends the two. This episode, sponsored by LIMRA, digs into that research with Dr. Wade Pfau, a fellow with LIMRA's Retirement Income Institute and a leading voice in retirement…