Market Commentary: Are there more declines to come? What is the path forward for 5% Bonds? PCE and more earnings reports coming; How to crossover from accumulation to de-cumulation; topic teases: Keeping more of your inheritance; how to increase your inheritance. How to manage funds qwith legacy intent in mind. The important of financial planning before retirement; what is the rate of return you need? The importance of budgeting; financial mistakes you should avoid within five years of retirement; dealing with the rule changes. Dealing with and planning for Social Security. What is the income threshold for converting from pre-tax to Roth IRA? 3:13 - Market Commentary: Are the more declines to come? 14:30 - How to Manage Funds with Legacy Intent in Mind 30:20 - Five Financial Mistakes You Should Avoid Before Retirement 44:38 - Dealing with & Planning for Social Security Hosted by RIA Advisors Senior Financial Advisors, Danny Ratliff, CFP, & Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Economic Warning From The NFIB" https://realinvestmentadvice.com/economic-warning-from-the-nfib/ "Fed Chair Jerome Powell Suggests “Higher For Longer” https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "We Are Not Likely Done with Correction" is here: _c&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "We Are Likely Not Done with Correction" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=55s -------- Register for our next Candid Coffee: https://streamyard.com/watch/qbNmkhUtAemn ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #LegacyFunds #SocialSecurity #FinancialPlanning #FederalReserve #InflationAdjustedSales #EconomicPerformance #EconomicWeakness #RetailSales #NFIBConcerns #SmallBusinessSales #EmploymentImpacts #ConsumerSpendingTrends #MaximizingBenefits #MarriedCouples #Longevity #SpouseConsideration #Viability #Markets #Money #Investing |
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