The Real Money Pros

U.S. Debt Problems, Social Security Fixes, & Retirement Expenses (8/5/2023)


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Some of the biggest financial news last week was that Fitch's bond ratings for the United States were downgraded, leaving a bit of a market sell off. What does this decision say about the U.S. and its fiscal policies? Brian and Jeremiah talk a lot about bonds and where (and if) they belong within your portfolio. Jeremiah gives his market update for the week, where U.S. indexes left off, and what companies outperformed. Alex Lundgren talks about the top five, most commonly overlooked expenses that retirees find. Make sure you are saving enough! Social Security, listener questions, and much more!

 

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

Nic Daniels, BFA™, Financial Advisor

Alex Lundgren, AIF®, Financial Advisor

 

The Real Money Pros

https://www.therealmoneypros.com

 

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SPONSORS:

 

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

 

Lively (HSAs and FSAs)

https://livelyme.com/pro

 

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

 

Apollon Wealth Management:

https://apollonwealthmanagement.com/

 

Advisor Insurance Solutions:

https://advisorinsurancesolutions.com/

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