Ready to connect with us? Visit: martinwealth.com

In this episode of the Smart Wealth & Retirement podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions break down how the Federal Reserve’s interest rate decisions ripple into retirement planning. They explore why rising or falling rates matter for bond investors, mortgage holders, and retirees living on fixed income. Jim and Casey also share insights on how rate policy impacts inflation, portfolio stability, and the timing of Social Security and pension decisions. Whether you’re approaching retirement or already living in it, this conversation offers strategies to help you adapt your plan during shifting economic conditions.

Want to work with us?

00:00 Introduction: Why the Fed Rate Matters

Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.