Should You Own Bonds With a $1 Million Portfolio?
Steve Larsen
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Should You Own Bonds With a $1 Million Portfolio?
92 просмотра · 2 недели назад
Steve Larsen
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92 просмотра · 2 недели назад
Most people with $1 million or more can tell you what percent of their money is in bonds. Almost none can tell you why.
For most of them, the honest answer is that a model picked the number based on their age. It never looked at what their life costs, how bond interest gets taxed, or how long the money has to last.
In this video I break down 3 reasons that can quietly work against you once you're past $1 million, and why it gets worse at $2 or $3 million. Then I show you what I use instead and who it's a bad fit for.
Under about $1 million? The standard advice works fine.
Want to see where your own numbers land? Book a free 15-minute call. We'll look at what your life actually costs, what's already covered, and what the IRS is currently owed out of your accounts. No cost, nothing to buy.
👉 https://larsencp.info/discovery