Why the S&P 500 Isn't Enough Once You Retire (And 5 Tax-Smart Steps to Diversify)

Podcast: Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®

Opublikowano: 2026-10-15

Warren Buffett has shared exactly how the money his family inherits should be invested: 90% in a low-cost S&P 500 index fund and 10% in short-term government bonds. It's simple, inexpensive, and recommended by the greatest investor of all time. And if you've owned the S&P 500, your company's stock, or a single big winner for decades, it may be a big reason you're able to retire. But once your portfolio has to provide a paycheck, that concentration can carry risks it didn't before. In this episode, I'm sharing how to decide whether...