Tag: financial planning

Ep 68: How Will the Inflation Reduction Act Impact You?

The Inflation Reduction Act recently passed both houses of Congress and made a lot of headlines for what it’s supposed to accomplish. On today’s show, we’re talking about the bill and how it may or may not serve you, what it means from a tax standpoint and whether it will actually reduce inflation.

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Ep 66: Is Your Investment Risk Helping or Hurting Your Retirement Plan

When the stock market drops, that can be a pretty scary feeling for some. That emotion is tied into risk and it’s important that you understand how much investment risk you’re taking on. Let’s talk about ways you can determine your risk level, strategies to help reduce risk without reducing opportunity, and what it could all mean for your retirement savings.

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Ep 65: Should I Put Money in a High Interest Series I Savings Bond?

Are savings bonds making a comeback? This conservative investment option has found new life this year thanks to an interest rate that’s approaching 10%. Should you be moving money into these government-issued iBonds as soon as possible? We’ll give you all the details on these bonds and make sure you’re aware of all of the fine print.

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Ep 62: Sorting Out What’s Important About Legacy Planning

Most people realize that it’s usually best to have an estate-planning attorney helping them with their estate plan, but it’s also important for the financial advisor to be part of that conversation. On this episode, we’ll explore the role an advisor plays in the estate and legacy planning process and uncover some of the basic mistakes people often make when trying to sort all this out on their own.

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Ep 59: Can I Retire in a Down Stock Market?

Can you still retire in a down market? With the stock market down and inflation up, that question is on a lot of minds. We’re going to talk about the factors involved in making this decision and how we help people like you determine the answer to this question.

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