“On the Your Money, Your Wealth® podcast, Joe Anderson, CFP® and Big Al Clopine, CPA, answer this question from Dwayne: ‘Hi, I am 53.5 years old, looking to retire at age 60, am married (wife 50). We currently have $1.5M in retirement accounts. I envision needing $100k /year. My question is given those broad parameters, what would be a current appropriate amount of Bond vs. Stock allocation both now, and the next 5 years? Also, we have only our remaining home debt of $135k, which will be paid in full in 7 years. Thnaks!'” —Pure Financial Advisors, Inc.
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