Unleash Your Wealth

There are many opinions on whether we are at the beginning, the middle, or near the end of a recession. Who should you believe and how should it affect your planning?

See omnystudio.com/listener for privacy information.

Wall Street has held up the 60/40 mix of stocks-to-bonds as a model portfolio. But that allocation on average has lost 15-20% this year. Is it just a bad year, or is 60/40 no longer a good option?

See omnystudio.com/listener for privacy information.

Managing your retirement money seems easy when the market is going up. But all that has changed. How do you protect your life savings in a falling market and an economy that may be headed for a recession?

See omnystudio.com/listener for privacy information.

There are many that say we are not out of the woods yet. If that is true, where do you go for protection and the next opportunity?

See omnystudio.com/listener for privacy information.

Stocks for growth, bonds for protection. What if they are both losing money? Where do you go?

The formulas say you’ll need 80% of your working year’s income to be comfortable in retirement. Is that reliable?

As interest rates go up, some of those traditional conservative financial vehicles might look more appealing. Is this the time to give CDs, Bonds, and annuities a fresh look?

The report card for last year is in, and Wall Street’s best and brightest can’t seem to beat the market. If they can’t do it, how can you? Or should that even be the goal?

Covid, The Fed, Inflation, Politics and now Russia. The stock market is dealing with a lot. How are you dealing with losing money in your retirement accounts and what can you do about it?

Wall Street says, “It’s not a loss until you sell it.” Is there a strategy to live off your money, but not sell assets in retirement?