Market Risks, Generational Wealth & Happiness in Retirement

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Show Notes

In this episode, Scott is going to share some of the wisdom he gained from AE Wealth Management’s Wealth Elite Symposium he recently attended in Nashville, Tennessee. This event featured esteemed speakers from Schwab, former writers for the Wall Street Journal, experts from Fidelity, and more.

Listen in as Scott unpacks some of his favorite discussions from the Symposium, diving into topics like market risk, inflation, and interest rates. He’ll share how all of these factors impact your financial landscape and some strategies to navigate these complexities with confidence. Moving beyond market dynamics, Scott will talk about the significance of planning, communication, and foresight when passing down assets to future generations. Then, we’ll wrap up the discussion with some helpful strategies to weave joy into your retirement years.

Here’s some of what we discuss in this episode:

0:00 – Intro

3:23 – Market risks, recessions, and the unpredictability of economic events

10:41 – Having an investment strategy that aligns with your timeline, tolerance, and income plan

12:48 – The impact of Fed interest rates on the market + accounting for inflation in your retirement plan

17:56 – How the potential decline in interest rates affects online savings accounts

20:48 – Items to keep in mind during this election year

23:30 – Normalizing conversations around wealth + being transparent with your beneficiaries

31:31 – Bringing happiness into your morning routine


Thanks for checking out this episode of the podcast. If you’d like to learn more about financial and retirement planning, check out our YouTube channel here. 

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