08.12.25 Is the 60/40 Rule DEAD? and Inheriting Money The Right Way

2025-08-12

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Is the 60/40 Rule DEAD? and Inheriting Money The Right Way Is the 60/40 investing rule dead? Fiduciary financial advisor Wes Moss tackles this question by looking back at research and revealing what a $500,000 portfolio would look like today. He shares why balanced investing is still critical for a comfortable retirement. Also, with the largest wealth transfer in history underway, Wes provides a reality check on inheriting money. He gives you a simple checklist for receivers and givers to make sure you're...

Is the 60/40 Rule DEAD? and Inheriting Money The Right Way

Is the 60/40 investing rule dead? Fiduciary financial advisor Wes Moss tackles this question by looking back at research and revealing what a $500,000 portfolio would look like today. He shares why balanced investing is still critical for a comfortable retirement. Also, with the largest wealth transfer in history underway, Wes provides a reality check on inheriting money. He gives you a simple checklist for receivers and givers to make sure you're prepared.

Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the August 12, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask.

We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments!

Learn more about Wes: BOOKS BY WES MOSS / Wes Moss, CFP®

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