Will US Stock Performance Over the Next 10 Years Make or Break Your Retirement? SHOCKING revelation from Fidelity’s latest report could change your retirement…

Major investment firms including Fidelity, Vanguard, BlackRock, and Schwab have quietly released forecasts that could fundamentally change how you should think about retirement planning. While 401(k) millionaires hit record numbers in 2024, a hidden crisis is brewing that most investors are completely missing.

Pick up a copy of my book "Momentous Decisions: 7 Steps to Better Health, More Wealth, and a Richer Life" at:

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In this episode, we dive deep into:

• Fidelity’s Q1 2025 retirement analysis and what it really means for your future

• Why every major firm expects lower US stock returns over the next decade  

• The geographic arbitrage strategy that could protect your retirement

• Three specific moves you can make right now to bulletproof your portfolio

• Why bonds are having a renaissance for the first time in 15 years

• The international diversification strategy the wealthy are using

• How to calculate if you’re taking on dangerous concentration risk

CHAPTERS:

00:00 Introduction: The Next Decade of US Stock Market

00:23 Fidelity's Shocking Retirement Analysis

01:07 Meet Tom: A Case Study

01:41 The Reality of Future Market Returns

04:28 Three Critical Mistakes in Retirement Planning

05:51 Strategies to Protect Your Retirement

09:55 The Bold Allocation Strategy

13:01 Diversifying with Bonds and Emerging Markets

15:49 Conclusion: Preparing for Market Uncertainty

Whether you’re in your 30s, just starting out, or in your 40s-50s, in peak earning years, or approaching retirement, this episode provides actionable strategies to navigate the changing investment landscape.

#RetirementPlanning #StockMarketForecast #InvestmentStrategy #PortfolioAllocation #FinancialPlanning #WealthBuilding #RetirementSavings #MarketOutlook #DiversificationStrategy #bondinvesting

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Brian D Muller(AAMS©), Founder, Wealth Advisor

XYPN Invest Disclaimer:

Brian Muller is an Investment Adviser Representative of XYPN Invest, an SEC-registered investment advisory firm doing business as Momentous Wealth Advisors. This podcast is not published on behalf of XYPN Invest, and the views expressed herein are solely those of Brian Muller.

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The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast.

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