Скачать или смотреть Why the 60/40 portfolio is riskier than you think

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Most people think they own bonds in their retirement accounts, but what they really own is bond exposure via bond funds. And this exposure can lead to a loss in a wide variety of market conditions!

In this episode of the Slow Money Show by Revise:
Why your 60/40 portfolio might be riskier than you think
How bond funds and ETFs really work (spoiler: it's not just "safe money")
The difference between owning bonds and owning exposure to bond prices
How fixed indexed annuities can enhance yield without adding risk

A real-life Monte Carlo case study that improved a client’s retirement success rate from 87% to 97%

If you’re approaching retirement—or just want to actually understand what’s in your IRA or 401(k)—this one’s for you.

The Slow Money Show is available on YouTube, Spotify, and Apple Podcasts! New episodes drop every Monday & Thursday on all platforms!

IMPORTANT DISCLOSURE

Revise Insurance Group LLC (“Revise Annuity”) is a licensed insurance producer
(domiciled in Illinois #3002790618; operating in California as Revise Insurance Solutions #6012761).
We are NOT a registered investment adviser and do NOT provide advice
regarding the purchase, sale, or holding of securities.

This video is for general educational purposes only and discusses insurance
products—primarily fixed indexed annuities (FIAs). Nothing herein constitutes:

• personalized investment, legal, or tax advice;
• an offer to buy or sell any security; or
• a representation of future performance.

Guarantees referenced are subject to the claims-paying ability of the issuing
insurer and may be subject to surrender charges and other contractual
limitations. Always consult your own qualified financial, tax, and legal
professionals before making any financial decision.

© 2025 Revise Insurance Group LLC. All rights reserved.