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Reaching Your Hurdle Rate

(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"
Articles Mentioned in this Show:
"Real Rates Drive Stock Prices"
"The Pain Trade Is Higher Into Year-End"
"Surging Deficits – The Bear’s New Meme"
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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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