Today I’m talking about investing and planning for retirement during uncertain times.

In fact, I was recently invited to discuss this topic with Caleb Silver, Editor-in-Chief at Investopedia.

Caleb hosts the Investopedia Express Podcast and has had conversations with everyone from Ray Dalio & Liz-Ann Sonders to Eli Manning & David Rubenstein.

Needless to say, it was an honor to be on his show and share:

• How to build a plan for your cash and why it’s so important
• What mistakes investors should watch out for in today’s choppy markets
• How to create a tax-efficient withdrawal strategy in retirement 

I also shared my “hottest” 2023 investing take, my favorite financial term, and what the future of financial planning looks like.

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EPISODE RESOURCES:

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