GRFTFS: Shift to Bonds in Retirement?

"I’m 66 and still mostly invested in stocks. Should I start shifting into bonds now that I’m retired, or is that old-school thinking?" We're answering YOUR questions on this week's Get Ready For The Future Show!

• We don’t have kids and want to leave part of our estate to our church and a few nonprofits. What’s the best way to do that while minimizing taxes?
• We’re 64 and considering selling our home and moving into a smaller condo. How do we know if it will actually save us money in retirement?
• We’re both retired and have some investment income. Are there situations where it makes sense to file taxes separately instead of jointly?

And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to show@getreadyforthefuture.com!

Originally aired 12/10/2025