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4-20-24 Candid Coffee – Open Season Episode

Is the Tech Stock pullback healthy? What's the difference in Bond ratings? Who is really being affected by a tripling of interest rates? These and other pressing financial and investing questions were fielded on our most recent Candid Coffee.
This was an "open-mic" edition of Candid Coffee, with all questions coming from registered participants; the questions' time codes are noted below.

Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFO, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer

0:00 - Intro & Market recap:
3:30 - Tech stocks' pull back is healthy; geopolitical risks;
8:05 - The difference between bond ratings
12:47 - Pension Fund investments in REITS w high default risk
19:19 - Are Roth distributions considered income by Social Security?
22:06 - Who is really being affected by the tripling of rates--consumers or the market? The "tale of two economies"
30:29 - The Yield Curve has been inverted for 500-days+
33:55 - How Government bailouts encourage bad fiscal behavior
37:17 - How Reverse Mortgages work
43:55 - How HELOCS work vs Reverse Mortgage
45:35 - Roth Conversions discussion
50:24 - The Traditional pre-tax IRA has become obsolete
51:03 - What type of assets to place in a Roth
53:22 - Final thoughts

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#TechStocks #BondRatings #PensionFunds #REITs #RothDistributions #RothConversion #SocialSecurity #PreTaxIRA #InterestRates #YieldCurveInvesrion #GovernmentBailout #FiscalBehavior #ReverseMortage #HELOC #Markets s #Money #Investment_Advice
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Lance Roberts
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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