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The conversation covers market update and pre-planning steps for near-term retirees.
Manage episode 433331873 series 2977845
Innehåll tillhandahållet av Broadcasting Experts, LLC and Joe Murphy. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Broadcasting Experts, LLC and Joe Murphy eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
The conversation covers market update and pre-planning steps for near-term retirees. The market experienced whipsaw action, causing some panic selling by the general public, while institutions bought the dip. Warren Buffett's decision to unload 50% of his Apple stock raised eyebrows. The conversation also delves into the concept of carry trades and the potential risks associated with them. The importance of a financial review, managing debt, and planning for healthcare expenses in retirement is emphasized. The episode concludes with a discussion on Social Security and the remaining steps for pre-retirees. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.
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1. The conversation covers market update and pre-planning steps for near-term retirees. (00:00:00)
2. TEASE BEGINS HERE (NOT DURING SOUND EFFECT) (00:00:01)
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