The Real Investment Show Podcast

Beware the Risks in Medicare Advantage 2024 (3/22/24)


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What do the Three Stooges and the Fed's rate cut plans have in common? Risk appetites are on the rise with the Reddit IPO; what if inflation heats up and the Fed cannot cut rates? We're living in a government-driven economy. The challenges to withdrawal rates: Goal-harvesting. Goal shifting when retirement guardrails change. The Reddit IPO: Let the euphoria burn away. Risks to Medicare Advantage plans in 2024: Pre-existing clauses. We now have to deal with reinvestment risks as rates begin to fall; alternatives to getting away from high fixed-income earnings. SEG-1: The Three Rate Cut Stooges SEG-2: Retirement Goal-harvesting SEG-3: Risks in Medicare Advantage 2024 SEG-4: Medicare Advantage Risks & Reinvestment Risks as Rates Begin to Drop Hosted by RIA Advisors Director of Financial Advice, Richard Rosso, CFP, w Senior Financial Advisor, Jonathan McCarty, CFP, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=NvLFl9iD9GY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "Blackout Of Buybacks Threatens Bullish Run" https://realinvestmentadvice.com/blackout-of-buybacks-threatens-bullish-run/ "Household Equity Allocations Suggests Caution" https://realinvestmentadvice.com/household-equity-allocations-suggests-caution/ "Full-Time Employment As A Recession Indicator?" https://realinvestmentadvice.com/newsletter/ ------- REGISTER FOR OUR NEXT LUNCH & LEARN: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=47 -------- The latest installment of our new feature, Before the Bell, "Follow the Bouncing 20-DMA," is here:  https://www.youtube.com/watch?v=5BoOcCgLzYo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How Will the Fed Rate Announcment Affect You?" https://www.youtube.com/watch?v=6WRlC2YWWsI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RisksInMedicareAdvantage2024 #FedRateAnnouncement #2024ChildTaxCredit #JeromePowell #MarketsBullishTrend #FederalReserve #Quantitat
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The Real Investment Show PodcastBy Lance Roberts

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