Mo looks at three age groups:

Mid 20s, Mid 30s, and Mid 40s

He looks at what they have and have not experienced in the financial world during the time they've been involved in it and goes over what strategies they should consider now given the current economic climate.

CloudVestors

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Mo covers the generations in this podcast.  He especially focuses on those in the "sandwich generation" who are saving for retirement and possibly assisting their parents and their children at the same time.  He offers some good strategies and things to consider in making sure you maintain your savings momentum while still helping those in your family.  The conversation then turns to what the future will hold as people are living longer.

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Mo discusses the challenges faced by retirees and soon to be retirees now with the changing economic landscape.  He covers strategies to consider in helping you stay on course.  Market volatility, inflation, sequence of returns risk, and cash flow are part of the conversation.

CloudVestors

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Mo explains the difference between a market correction and a bear market:  what constitutes each and how long have each historically lasted?

He also discusses what to consider with your investment strategy during a bear market such as a diversification reevaluation, what performs well in a bear market, if there are any strategies you wouldn't normally consider as seriously in a bull market, and if there are any bargains.

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Mo covers required minimum distributions today:

It's all covered in this podcast.

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Moise Piram explores the pros and cons of running to safety with I-Bonds and TIPS (Treasury Inflation-Protected Securities) during times of high inflation and market volatility.

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Mo Piram of CloudVestors and cloudvestors.com addresses the volatile times we are experiencing in the markets in 2022.  He explains why we are here and how we should react while warning against making emotional decisions.  Mo also talks about the need to explore safer strategies and proper diversification during high volatility to help cut down on your risk.

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Mo covers Roth IRA and its use as a proactive tax strategy plus other ways to utilize Roth in your overall financial plan.

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Mo covers the issue of trust in the relationship between financial advisor and client.  He covers knowledge, integrity, proper communication, and acting in the client's best interest.  He also notes that there needs to be an element of trust in the client's follow through with recommendations.

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Mo is in a travel frame of mind as he records the podcast on his family vacation.  He talks about the things to consider when planning the getaway such as accommodations, mode of travel, and basically where your budget allows you to go.  He also talks about planning ahead and saving for the vacation to eliminate overuse of the credit card.

CloudVestors

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