Retirement Savings Tips: Balancing Roth and Traditional Accounts for a Secure Future

2024-12-29

Government spending impacts economics & markets. With overbought markets & high speculation, there’s a higher risk ahead. Stay informed! 📈💡 #Economics #MarketInsights

Watch the entire show here: https://cstu.io/aaf1b6

YouTube channel = @ TheRealInvestmentShow

2024-12-27

When the Obama Administration first suggested the Affordable Care Act following the Financial Crisis, we argued that the outcome would be substantially higher, not lower, healthcare costs. It is interesting today that economists and the media complain about surging healthcare costs with each inflation report but fail to identify the root cause of that escalation. …

Continue reading »

2024-12-23

Single tax rates may increase tax liability & impact retirement savings. Planning ahead is key! 💡 #FinancialPlanning #TaxTips #Retirement

Watch the entire show here: https://cstu.io/444875

YouTube channel = @ TheRealInvestmentShow

2024-12-20

Rich & Danny’s final live show of the year starts with coverage of Tariffs, inflation vs deflation, and Jerome Powell’s performance as Fed Head. Being cautiously optimistic: We’ve been living in a government-driven economy: Markets aren’t red or blue; they’re green. How estate planning may evovled during the Trump presidency; will the SALT deduction return? Debt focus will change perspective. Richard discovers the NOK Box for estate planning. Investing addicts attending Gamblers Anonymous: investings vs speculating. Creating a financial plan in 2025; retirement & taking Social Security early vs not. Why you cannot start and stop SS anymore. Strategies for drawing on retirement funds before taking Social Security; what is your legacy intent? Pensions vs Social Security; the Art of

2024-12-19

As widely expected, the Fed cut the Fed Funds rate by 25bps, to 4.25-4.50%, at yesterday’s FOMC meeting. Moreover, they intimated that after cutting rates by 1% since September, they are likely to be more data-dependent, which may slow the pace of further rate cuts. They want to see inflation trend lower again and/or the …

Continue reading »

2024-10-28

Are you making investment decisions based on psychology or asset selection? 🤔💸 Join the discussion on navigating the market challenges! #InvestingTips #Finance101

Watch the entire show here: https://cstu.io/e7411a

YouTube channel = @ TheRealInvestmentShow

2024-10-25

Gold Fish are changing their name to Chilean Sea Bass, and Spam will henceforth be known as Filet Mignon; the world has gone awry, and Richard & Jonathan discuss the surprise results from Tesla, Polymarket odds for the 2024 Election, and goal scooping and setting expectations for 2025. Richard compares the Saudi’s newest, biggest building in the world to the Tiny Homes trend, and Gen-Z’s housing preferences (No car, no garage = no problem!) The Atlanta Fed’s Home Ownership Affordability Monitor is a good gauge; the death of Elizabeth Warren’s 50-30-20 Rule of Thumb. You can find affordable housing if you look, but you might not like where it is. Housing will eventually become more affordable. Comparisons of Sears’ Craftsman Homes to Tiny Home enclaves (as in Independence, Texas);

2024-10-22

Seasonality has long influenced stock market trends, offering insights into predictable cycles of strength and weakness throughout the year. Yale Hirsch, the creator of the Stock Trader’s Almanac, is one of the most well-known contributors to studying these patterns. His research has highlighted that certain periods of the year consistently present better opportunities for investors to generate returns, while other times warrant caution.

The adage ” Sell May and Go Away “ is a common topic of discussion that many investors are familiar with. The historical analysis supports that the market tends to be the weakest of the year during the summer months. Hirsch’s Stock Trader’s Almanac introduced the idea that the stock market follows a seasonal rhythm, where certain times of the year