The End of 60/40? A Smarter Retirement Strategy for Advisors

Here’s the truth most advisors don’t want to admit:

The traditional 60/40 portfolio isn’t a retirement plan.

It’s a default setting.

And in today’s environment, it’s not enough.

In this episode of Vaulted Views, I break down the difference between what I call the low view, reactive, trend-following advice, and the vaulted view, where advisors build systems that actually guide client behavior and scale their business.

We're going deep into:

• Why static asset allocation models fall short in retirement
• The real risk advisors overlook (sequence of returns)
• How a rising equity glide path can improve long-term outcomes
• And how The Bucket Strategy® turns complex planning into something clients actually understand…and stick with

Because here’s the reality:

Clients don’t fail in retirement because of bad returns.

They fail because of bad decisions at the wrong time.

And your job isn’t just to manage portfolios.

It’s to design systems that prevent those mistakes.

If you want to differentiate, scale, and deliver more consistent outcomes for your clients…

This is the work.

If you’re serious about building a practice that scales with intention and delivers real clarity to clients…

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