Retirement Simplified with Curtis JamesRetirement Simplified with Curtis James
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The Death of the 60/40 Portfolio: New Rules for a Shaky Market

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Are the traditional rules of retirement completely dead? Host Curtis James breaks down why historical safe havens like the 60/40 portfolio and precious metals no longer work in today’s volatile market. He tackles "One More Year Syndrome," shifting from the accumulation mindset to the spending phase, and the hidden tax traps of RMDs. Discover how modern retirement planning requires a customized toolbox of ETFs, structured notes, and written income plans to survive a disconnected economy.

Visit Bear Market Financial Services to begin building your retirement plan today!

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Retirement Simplified with Curtis James

Is retirement planning feeling more complicated than you were prepared for? Discover how to simplify 
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