As we move a little further away from 2022, we start to get a little more information and data on what a very weird year it turned out to be. So many different factors played into the negative results we saw in the market, and we watched people handle that volatile year in a variety of different ways. Let's take a look at some fo the different emotions that manifested themselves over the course of the last year due to the down market.

 

Here are a few of the things we discuss in this episode:

1:23 – The fear and panic people felt while the market was turbulent.

2:46 – Anger for a number of different reasons

4:13 – Is it possible to be blissfully ignorant during down markets?

5:28 – Some people view this time with an opportunistic perspective.

7:55 – On the case with Heath Grossman, CFP® - A tax-free Roth conversion

12:54 – Mailbag question about having too much money in the bank

14:51 – CEO’s Corner with Joel Johnson

21:53 – Mailbag question on Social Security and income limits.

 

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