As one listener prepares for an early retirement, James discusses the situation, covering how to build a bond ladder based on nonretirement funds.

James provides a different way of looking at the stocktobond conversation.

Learn how to determine the appropriate amount to have a bond ladder and whether you should own individual bonds or bond funds as a part of that ladder.

Questions Answered:
How do you balance risk capacity and risk tolerance in portfolio allocation?
How do you build an effective bond portfolio for retirement?
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⏱Timestamps:⏱
0:00 Listener case study
2:37 James’s perspective on bonds
7:42 Considering purchasing power
10:18 Balance of stocks and bonds
13:39 Dividends are typically resilient
16:40 All bonds not created equally
20:30 Bond ladder
23:09 Different types of bonds
24:51 Withdrawal strategy
26:39 More on bonds
30:09 3 questions to consider


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