On this week’s episode, Jay Peroni, CFP® dives into some of the dynamic trends driving the economy and market right now. Why are interest rates heading back up? What has gone right and wrong financially during Biden’s term in office and what to expect heading into the elections? Then Jay dives into the latest earnings reports and discusses some opportunities for the next 12-18 months. Later in the show, Jay looks at the latest tax changes for 2025, ways to pay less in taxes, should you convert to a Roth, and 4 ways to make sure you don’t run out of money in retirement. It’s an action-packed episode. Listen in now!

Ver todos los episodios