
Sign up to save your podcasts
Or
Kerry Lutz hosted a discussion with Patrick Mueller about the complexities of retirement planning given the current political climate. Patrick noted that the expiration of the Trump tax cuts could lead to higher tax rates, making it crucial for individuals to consider Roth conversions. He also addressed concerns regarding Social Security, predicting a potential 25% reduction in benefits by the early 2030s if no changes are made.
Both Patrick and Kerry Lutz discussed the current market highs, advocating for realizing profits rather than holding onto paper gains, while acknowledging the potential for increased volatility due to misrepresented economic data. They emphasized the need for diversification in investments, particularly in technology and infrastructure, and addressed broader issues within the legal system that may hinder economic progress. The conversation concluded with a call for strategic financial planning and staying informed about ongoing geopolitical tensions and market conditions.
Find Patrick here: https://bellaadvisors.com
Find Kerry here: http://financialsurvivalnetwork.com/ and here: https://inflation.cafe
4.7
124124 ratings
Kerry Lutz hosted a discussion with Patrick Mueller about the complexities of retirement planning given the current political climate. Patrick noted that the expiration of the Trump tax cuts could lead to higher tax rates, making it crucial for individuals to consider Roth conversions. He also addressed concerns regarding Social Security, predicting a potential 25% reduction in benefits by the early 2030s if no changes are made.
Both Patrick and Kerry Lutz discussed the current market highs, advocating for realizing profits rather than holding onto paper gains, while acknowledging the potential for increased volatility due to misrepresented economic data. They emphasized the need for diversification in investments, particularly in technology and infrastructure, and addressed broader issues within the legal system that may hinder economic progress. The conversation concluded with a call for strategic financial planning and staying informed about ongoing geopolitical tensions and market conditions.
Find Patrick here: https://bellaadvisors.com
Find Kerry here: http://financialsurvivalnetwork.com/ and here: https://inflation.cafe
376 Listeners
5,673 Listeners
143 Listeners
140 Listeners
674 Listeners
95 Listeners
324 Listeners
252 Listeners
1,033 Listeners
460 Listeners
126 Listeners
66 Listeners
383 Listeners
71 Listeners
379 Listeners