What will interest rates look like by the end of the year? He’s 87 and having a low stress, great retirement. What is his secret? Doing a rollover? Watch out for these mistakes.

20/05/2025 35 min
What will interest rates look like by the end of the year? He’s 87 and having a low stress, great retirement. What is his secret? Doing a rollover? Watch out for these mistakes.

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Episode Synopsis

The market is coming back, what does that mean for interest rates and how does it affect you? Do you need 1.8 million to retire? Do you need to beat the market? We introduce you to a guy who’s happy and not trying to do either one. When doing an IRA or 401(k) rollover, watch out for these mistakes. To learn more about Alan and the team at Spectrum Wealth Partners, go to www.spectrumwp.com.See omnystudio.com/listener for privacy information.