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Show Notes
Are we on the brink of a retirement renaissance or stormy seas ahead? In this episode, we jump into the pressing issues of Social Security, taxes, and the stock market. Whether you’re an eternal optimist or cautious pessimist, this episode can help equip you with perspectives to plan your retirement years with confidence as we ask the longstanding question, “is the glass half full or half empty?”
If you’re nearing retirement or just starting your financial planning journey, this episode provides valuable insights into the factors shaping the future of retirement in the United States. Tune in to this insightful conversation to help gain a deeper understanding of the potential challenges and opportunities that lie ahead, and to gain perspective on where Scott stands with each of these issues.
Here’s some of what we discuss in this episode:
- The future stability of the Social Security system + what this could mean for you
- Navigating tax code changes and implementing strategic tax planning
- Recognizing short-term volatility as normal, focusing on long-term positive trends, and potentially developing an emotion-free investment strategy, depending on your unique situation.
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.
