Scott and James discuss what planning points to consider during a recession.

Planning Points Discussed

• Utilizing Time Efficiently
• Capital Appreciation
• Purchasing Power
• Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

1:10 - What Can We Control

3:25 - Cash Flow

8:12 - Unemployment

10:13 - How To Withdraw in Retirement

14:42 - Roth Conversion

16:51 - Loss Carryover

19:33 - Aligning Your Financial Goals

LET'S CONNECT!

James

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Scott

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