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9 Things Every Retiree Should Do

(11/4/22) The souring economy is causing corporations to take pause, cutting staff and dealing with increased cost of debt, thanks to interest rate hikes. We've been here before; it just feels worse now. Halloween recap, Thanksgiving inflation and making menu choices; the change in I-Bond rates: Still a good deal? No new toys for Christmas; do you need a family CFO? Planning ahead for end-of-life. Guidelines for lending money to family and friends: Be willing to lose what you've lent; put it in writing. End of Year checklist; 9 things every retiree should do.

3:10 - Companies Take a Pause
14:33 - Halloween Recap
17:29 - Thanksgiving Inflation & Menu Options
21:51 - I-bond Changes
30:28 - No Bling for Christmas
32:46 - Do You Need a Family CFO?
44:29 - Guidelines for Lending to Family & Friends

Hosted by RIA Advisors Senior Advisor Danny Ratliff, CFP, w Senior Advisor, Jon Penn, CFP
Produced by Brent Clanton, Executive Producer
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Our Latest "Three Minutes on Markets & Money: "Powell: It's Okay If the Fed Breaks Something" is here:
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Our previous show is here:
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Articles mentioned in this podcast:
"Economic Stagnation Arrives As “Sugar Rush” Fades"
https://realinvestmentadvice.com/economic-stagnation-arrives-as-sugar-rush-fades/
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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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