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Five Steps to Retirement in Five Years

(8/25/23) Markets await comments today from Jerome Powell at the Jackson Hole confab; inflation is not going away, and is affecting financial planning: What is your risk tolerance now? Five steps to retirement in five years: What's your number? Healthcare expenses; Medicare mistakes to avoid; Reducing debt (what is your debt costing you?); What are your savings rates? Budgeting and knowing income stream sourcing. Why and when are more workers calling-in sick? Managing guaranteed income, and ramping up risk. Refining retirement goals; discovering what retirement really looks like. Should you put funds in Roth 401k?

2:54 - Inflation Is Not Going Away
14:17 - Five Steps to Retirement in Five Years, Pt-1
30:03 - Five Steps to Retirement in Five Years, Pt-2
44:15 - Calling in Sick; Managing Money in Retirement

Hosted by RIA Advisors Senior Financial Advisor Danny Ratliff, CFP, w Senior Advisor, Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
The latest installment of our new feature, Before the Bell, "Markets Battle with Cluster of Resistance" is here:
Our previous show is here: "Will Jerome Powell Address Markets at Jackson Hole?"
Articles mentioned in this report:
"Bond Traders And Their Bearish Stories"
"Stock Market Rally Coming? And Investing In 2024"
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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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