• Federal Reserve Action This Week
• Spousal 401k distributions
• Football and Finance
• My Number One Question

• Fitch Downgrade
• Social Security Disability Taxation
• Planning Before the Holidays
• Calculating Your Retirement Need 

https://www.cnbc.com/2023/08/03/warren-buffett-says-hes-not-worried-about-fitchs-us-downgrade.html

https://www.axios.com/2023/08/02/fitch-downgrade-us-rating

https://www.thinkadvisor.com/2023/08/02/new-bill-would-exclude-social-security-lump-sums-from-tax-hit/  

• Market Update
• Ponzi Schemes
• Planning for Education
• 529 Plan Conversions to Roths

https://www.forbes.com/advisor/retirement/529-to-roth-ira/

• Recession Averted?
• RMDs Clarified?
• Salsa and Portfolios
• Everyone Needs Estate Documents 

https://www.bloomberg.com/news/articles/2023-07-21/s-p-500-s-great-bear-market-unwinding-is-happening-at-a-frenetic-clip  

• YTD Market and Economic Data
• Money Market Liquidity
• New Student Loan Plans
• Preparing for Retirement
• Risk and Stress

https://www.investmentnews.com/sec-overhauls-money-market-fund-rules-to-thwart-rapid-outflows-239786

https://www.investmentnews.com/biden-unveils-new-student-debt-forgiveness-plan-239924

• Fed Pause
• My DC Advocacy Trip
• DOL Fiduciary Rule
• Investments and Fireworks
• 529 Plans 

This week's show features the following topics:

• Social Security Viability,
• Climate Disclosure Rules,
• Planning Your Summer Vacation,
• What’s Negative Election?

https://www.thinkadvisor.com/2023/05/12/dont-panic-social-security-isnt-going-away-anytime-soon/

https://www.investmentnews.com/secs-delay-on-climate-disclosure-rule-leaves-companies-in-limbo-237558

• Debt Ceiling Deadline
• Emailed Financial Info
• Look Up, Be Brave (the first chapter of my new book)
• Celebrating Mother’s Day

Debt Ceiling Again, Emailed Financial Docs, Look Up! Be Brave! Happy Mother's Day! 

https://www.investmentnews.com/top-democrat-opposes-bill-facilitating-e-delivery-of-investment-documents-236875

52 Weeks to Well-Being, "Chapter One" 

It's Halloween, and financial vampires are everywhere! Peggy will show you how to find and vanquish them without garlic or a stake!

Special Music: The Count's Castle by Shane Ivers - https://www.silvermansound.com