In this episode of RLA Radio, host David Grubb sits down with bestselling author and financial strategist Dennis Tubergen to discuss his latest book, Portfolio Playbook: Investment Strategies for the Current Economy. Dennis explains why traditional investing approaches—especially the widely used 60/40 stock-and-bond portfolio—may no longer work in today’s economic environment. Drawing on historical cycles, inflation dynamics, and current market risks, he breaks down the critical shift investors must make from accumulation to preservation and income planning as retirement approaches. From declining purchasing power and overvalued markets to bonds, gold, AI bubbles, and tangible assets, this conversation offers timely insights and a practical framework for investors seeking stability, growth, and a more secure retirement in an increasingly uncertain financial landscape.

Dennis Tubbergen has been working in the financial services industry for over thirty years.  He is the CEO of PLP Advisors, a registered investment advisory company, and the host of Retirement Lifestyle Advocates radio.  Dennis has authored numerous books for financial advisors and consumers, five of which have been #1 best-sellers on Amazon.

You can get a free copy of this month’s Special Report titled “2026 Investing and Economic Outlook” at www.RequestYourReport.com.