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เนื้อหาจัดทำโดย John Largent, Darrin McComas, and Shon Peil เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก John Largent, Darrin McComas, and Shon Peil หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
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Understanding Your Risks - Part 3: Inflation and Political Risk (Plus a Mystery Risk You Need to Take Action on Today!)

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Manage episode 407464216 series 3560644
เนื้อหาจัดทำโดย John Largent, Darrin McComas, and Shon Peil เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก John Largent, Darrin McComas, and Shon Peil หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal

In Getting Retirement Right, hosts Darren McComas and Sean Peil are talking about the risks that come with retirement. They discuss inflation and political risk, and the newly proposed budget of $4.7 trillion in new taxes, leaving the audience to wonder what will happen if taxes go up dramatically. But one thing is certain, a comprehensive financial plan is key to ensuring a safe and secure retirement, even in the face of unforeseen risks.

In this episode, you will be able to:

  • Explore the effects of inflation risk on retirement planning and maintaining your hard-earned wealth.

  • Learn how to navigate political risk and changing tax policies when preparing for retirement.

  • Discover the benefits of using Roth conversions to safeguard your assets against potential tax hikes.

  • Understand the significance of proactive planning and risk management for a secure and worry-free retirement.

  • Recognize the value of seeking professional financial advice and obtaining second opinions on your retirement strategies.

The resources mentioned in this episode are:

  • Acknowledge the risk of inflation and its potential impact on your retirement savings.

  • Create a comprehensive financial plan with the help of a fiduciary advisor to address inflation and other risks.

  • Monitor and adjust your financial plan regularly to account for changes in inflation rates and market conditions.

  • Stay informed about political developments and their potential impact on taxes and retirement benefits.

  • Consider strategies to minimize tax risk in your retirement plan, such as utilizing Roth accounts or converting traditional IRAs to Roth IRAs.

  • Reevaluate your investment portfolio to ensure it is properly diversified and aligned with your risk tolerance and long-term goals.

  • Keep an eye on the required minimum distribution (RMD) rules and potential changes that may affect your retirement income.

  • Stay engaged with your financial planner and be proactive in making adjustments to your financial plan as needed.

  • Pay attention to proposed legislation and tax policies that may impact your retirement savings and benefits.

  • Reach out to the team of fiduciary advisors at Abrahamco.com for personalized guidance and support in getting your retirement plan right.

Inflation Understanding the effects of inflation on retirement planning and wealth preservation is crucial for retirees. Inflation risk refers to the decreasing value of the dollar over time, affecting purchasing power and potentially diminishing the value of retirement savings. Individuals should always be aware of the potential risks associated with ever-changing inflation rates and make informed decisions accordingly. Proactive financial planning that takes inflation into account is essential in maintaining a stable retirement fund and ensuring financial security for years to come. Darrin McComas and Shon Peil emphasize the importance of addressing inflation risk in retirement planning throughout the episode. They discuss the current economic landscape, characterized by high inflation rates, and stress that a comprehensive plan must factor in the potential for the dollar to lose value over time. The hosts provide useful insights and strategies to tackle inflation risks and ensure a comfortable retirement for their listeners.

You need to understand what's going on in the country. Not only is it affecting our schools and everywhere you look, but it's also going to have a dramatic effect on your money. - Shon Peil

Podcast website

Abraham and Co. website

  continue reading

16 ตอน

Artwork
iconแบ่งปัน
 
Manage episode 407464216 series 3560644
เนื้อหาจัดทำโดย John Largent, Darrin McComas, and Shon Peil เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก John Largent, Darrin McComas, and Shon Peil หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal

In Getting Retirement Right, hosts Darren McComas and Sean Peil are talking about the risks that come with retirement. They discuss inflation and political risk, and the newly proposed budget of $4.7 trillion in new taxes, leaving the audience to wonder what will happen if taxes go up dramatically. But one thing is certain, a comprehensive financial plan is key to ensuring a safe and secure retirement, even in the face of unforeseen risks.

In this episode, you will be able to:

  • Explore the effects of inflation risk on retirement planning and maintaining your hard-earned wealth.

  • Learn how to navigate political risk and changing tax policies when preparing for retirement.

  • Discover the benefits of using Roth conversions to safeguard your assets against potential tax hikes.

  • Understand the significance of proactive planning and risk management for a secure and worry-free retirement.

  • Recognize the value of seeking professional financial advice and obtaining second opinions on your retirement strategies.

The resources mentioned in this episode are:

  • Acknowledge the risk of inflation and its potential impact on your retirement savings.

  • Create a comprehensive financial plan with the help of a fiduciary advisor to address inflation and other risks.

  • Monitor and adjust your financial plan regularly to account for changes in inflation rates and market conditions.

  • Stay informed about political developments and their potential impact on taxes and retirement benefits.

  • Consider strategies to minimize tax risk in your retirement plan, such as utilizing Roth accounts or converting traditional IRAs to Roth IRAs.

  • Reevaluate your investment portfolio to ensure it is properly diversified and aligned with your risk tolerance and long-term goals.

  • Keep an eye on the required minimum distribution (RMD) rules and potential changes that may affect your retirement income.

  • Stay engaged with your financial planner and be proactive in making adjustments to your financial plan as needed.

  • Pay attention to proposed legislation and tax policies that may impact your retirement savings and benefits.

  • Reach out to the team of fiduciary advisors at Abrahamco.com for personalized guidance and support in getting your retirement plan right.

Inflation Understanding the effects of inflation on retirement planning and wealth preservation is crucial for retirees. Inflation risk refers to the decreasing value of the dollar over time, affecting purchasing power and potentially diminishing the value of retirement savings. Individuals should always be aware of the potential risks associated with ever-changing inflation rates and make informed decisions accordingly. Proactive financial planning that takes inflation into account is essential in maintaining a stable retirement fund and ensuring financial security for years to come. Darrin McComas and Shon Peil emphasize the importance of addressing inflation risk in retirement planning throughout the episode. They discuss the current economic landscape, characterized by high inflation rates, and stress that a comprehensive plan must factor in the potential for the dollar to lose value over time. The hosts provide useful insights and strategies to tackle inflation risks and ensure a comfortable retirement for their listeners.

You need to understand what's going on in the country. Not only is it affecting our schools and everywhere you look, but it's also going to have a dramatic effect on your money. - Shon Peil

Podcast website

Abraham and Co. website

  continue reading

16 ตอน

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