Buying Power, Wealth, and Geopolitics

The Marcus Warren Show

On this week's Marcus Warren Show, we discuss some of the short-term and long-term financial impacts of the Ukraine-Russia war. Geopolitical events typically can create volatility in stock markets as the uncertainty of the event plays out. But these are typically short-lived. And on a personal note, our hearts are with those impacted on all sides, as war can take a heavy toll on many lives. In Dee's Tax Corner, we talk about the importance of tax planning when it comes to financial management, with a real-life story of a client impacted by a large mutual fund transaction (ouch!), and missing out on potential tax savings. Finally, we break down the difference between buying power and wealth. Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!