Is the traditional 60/40 portfolio too conservative for retirement? On this episode of Ben with Benefits, Ben Carlson sits down with Bob Pozen, Senior Lecturer at MIT Sloan, former executive at Fidelity and MFS, and bestselling author of Extreme Productivity, to discuss his controversial 90/10 retirement portfolio framework. They debate how much risk retirees really need to take, sequence-of-returns risk, whether today's higher bond yields change the equation, and why many investors may be holding too much in fixed income. They also explore the future of AI-driven productivity and what it could mean for long-term investors.

This episode is sponsored by Calamos. To learn more about CAIE, visit https://www.calamos.com/funds/etf/calamos-autocallable-income-caie

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