More income with less risk? With Treasury bond yields climbing, retirees and investors may be wondering whether it’s time to rethink their retirement investment strategy.
In this episode, Catherine Magaña explores the question: Should higher bond yields change your retirement plan? From U.S. Treasuries to corporate bonds, higher interest rates may create new opportunities for retirement income—but are they worth shifting away from stocks?
Before making changes, there’s more to consider than just attractive yields. Taxes, inflation, investment risk, and your long-term financial goals all play a role.
In this episode:
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How rising Treasury yields could impact retirement income
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The differences between Treasury bonds and corporate bonds
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Why higher yields don’t necessarily mean less risk
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How inflation and taxes affect your investment returns
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Why your retirement timeline and income needs matter
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How pledged asset lines may help with short-term financing when buying or selling a home
Could higher bond yields mean more income and less risk for your retirement?
Tune in to discover why the answer depends on your overall financial plan.
Date Recorded: 10/15/26
Disclosure:
WWM Financial is an SEC Registered Investment Advisor
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190
