Investment Strategies for Uncertain Times
Manage episode 480400119 series 2968658
In this episode of 'Plan Today, Own Tomorrow', the hosts discuss the importance of having a financial plan that can withstand economic volatility. They explore the recent losses of major stocks, the significance of P/E ratios, and the necessity of rebalancing investment portfolios. The conversation also highlights the importance of communication between advisors and clients, tax strategies in a low tax environment, and the impact of inflation on retirees' spending habits.
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Planning, Retiring, Saving, 401K, IRA, TSP, 403B, Taxes
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Chapters
1. TEASE AFTER SOUND EFFECT (00:00:00)
100 episodes