Approaching Retirement During “The Perfect Storm” - Episode 16
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The market is down. Inflation is up. Rising interest rates. Potential tax increases.
Many people are calling this “the perfect storm.” And in many ways, they’re right. We haven’t seen a lot of these circumstances for over a decade, and it’s rather interesting to see them all at once. So the big question is, “How do we respond?”
In today’s episode, after answering a question about social security and pensions, Phil and Kendall are taking a deep dive into the market we’re all navigating and sharing some suggestions, questions they’re hearing clients asking, big mistakes people are making right now, and more.
As always, thank you so much for watching and listening!
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