Our 2 Cents

Episode 257: Your Investment Strategy Checkup


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Happy Father's Day to all the dads and father figures out there! A new episode of Our 2 Cents is here! On today's show, we're diving into quick hits, sharing our quotes of the month, reviewing the financial focus for June, and launching part 1 of our two-part retirement planning series: what to sell before you retire. Listen in now!

  1. Gabriel's Quick Hits:
    • How is SpaceX performing, and what does its latest valuation mean for investors?
    • The U.S. and Iran work toward a broader peace agreement that could reshape oil supply, sanctions policy, and Middle East stability.
    • New Fed Chair Kevin Warsh keeps rates unchanged, but are rate hikes back on the table?
  2. Quotes of the Month:
    • “A father is someone who carries pictures in his wallet where his money used to be.” – Anonymous
    • “A bank is a place where they lend you an umbrella in fair weather and ask for it back when it begins to rain.” – Robert Frost
  3. June Financial Planning Calendar:
    • This June, we’re exploring how to bring clarity and purpose to your investment strategy.
  4. What to Sell Before You Retire Part 1:
    • Inspired by one of the year’s most-watched retirement videos, the Lewits share their insights on what to sell before you retire and how to better prepare for the transition ahead.
...more
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