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Will there be a rate cut this year and what does that mean for your portfolio? George Fossing and Zach Jenkins discuss the importance of a tax plan with the changes of the Secure act 2.0. They also breakdown the 5 questions you should be asking your financial advisor and how much things will cost in 30 years from now.
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How long will interest rates continue to rise? George Fossing and Zach Jenkins discuss what you should do if you aren't feeling confident in the market. They also talk about tips from Warren Buffett and if you should convert your 401(k) to a Roth IRA.
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Should you be optimistic about the stock market in 2023? George Fossing and Zach Jenkins discuss this and their 5-step guide to retirement. They also talk about a TikTok influencer who tried to live off a very little budget and give advice about inheriting a large sum of money.
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How much money should you be risking in the market in the new year? George Fossing and Zach Jenkins balancing your financial concerns as you head towards retirement, mistakes to avoid in a recession, and a former NBA champion's advice on finding your passion when your working days are over.
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Zach Jenkins and Mery Ellyse Fendig discuss the difference between legacy planning and having a will or an estate. They also talk about financial fears and what you can do now to prepare yourself for 2023!
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George Fossing and Zach Jenkins discuss putting guardrails on your retirement to cut risk. They also talk about the Christmas Price Index hitting a record high and Kentucky boy who wanted an Xbox.
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What are indicators of inflation and how can you protect your portfolio? George Fossing and Zach Jenkins discuss the options you have and the best ways to be more efficient with your time while meeting with a financial advisor.
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With rising inflation, what changes should you be making in your retirement plan? George Fossing and Zach Jenkins discuss creating insurance around your investments and how layoffs in the tech sector could create a trend.
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George Fossing and Zach Jenkins discuss the current state of the stock market and how to find your pain threshold. They also talk about preventing further loss and how retirement has changed over the years.
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Zach Jenkins and Travis Smith discuss the possibility of having to delay your retirement due to the current status of the market. They also talk about being forced to move so you can lower your tax rate and how an annuity can fit into your portfolio.
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