(10/27/23) Market Futures & Fed Meeting preview; consensus is no rate hike in November, but possible in December. Dealing w Halloween candy inflation, controlling risk by utilizing bonds; planning to achieve your "hurdle rate." Planning for when you can retire; when do investment dollar reach "critical mass?" How to restructure assets for tax advantages. Roth Conversions: Why they're not for everyone. What is the best-timing for taking Social Security? How to take advantage of higher interest rates; the reinvestment risks in short-term treasuries: What happens when rates come back down? Dealing with Year of Death RMD's. 2:56 - Intro & Welcome: Who are these guys? 5:18 - Market & Fed Meeting Preview 14:12 - Candid Coffee Preview/Halloween Candy Inflation 18:17 - Making Managing Risk a Priority 30:12 - Planning for When You Can Retire 44:00 - The Bump Music Segment 44:46 - What's the Best Timing for Taking Social Security? Hosted by RIA Advisors RIA Advisors Senior Financial Advisors, Jon Penn, CFP, & Jonathan McCarty, CFA Produced by Brent Clanton, Executive Producer -------- The latest installment of our new feature, Before the Bell, "Markets Confirm the Break of the 200-DMA" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How Real Rates Drive Stock Prices" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=19s -------- Articles Mentioned in this Show: "Real Rates Drive Stock Prices" https://realinvestmentadvice.com/real-rates-drive-stock-prices/ "The Pain Trade Is Higher Into Year-End" https://realinvestmentadvice.com/the-pain-trade-is-higher-into-year-end/ "Surging Deficits – The Bear’s New Meme" https://realinvestmentadvice.com/newsletter/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Watch our past Candid Coffee: _-TQpNb8&list=PLVT8LcWPeAugq7q4XzOcad3oSN5Z1Zd-Z&index=1&t=2s ------- 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/ #InvestingAdvice #HurdleRate #ManagingRisk #FederalReserve #InterestRates #SocialSecurity #ConsumerSpending #Employment #EconomicData #Markets #Money #Investing |
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