Episode Synopsis "A Portfolio Year End Review"

Listen "A Portfolio Year End Review"

More episodes of the podcast Your Retirement Highway

• Navigating Market Volatility and Retirement Planning
• Retirement Strategies for a Longer Life
• Weathering Market Storms and Assessing Risk Tolerance
• Smart Retirement Moves and Social Security Strategies
• Navigating Longevity Risk and Emotional Aspects of Retirement Planning
• Offense vs Defense In Your Portfolio
• Inflation and Tariffs
• Conversations You Should Have With Your Financial Advisor
• The 4% Rule. Why It May No Longer Be Valid.
• Portfolio Stress Test - Is It Time To Rebalance?
• A Portfolio Year End Review
• Financial Scams and How to Avoid Them!
• Teaching the Next Generation About Money
• The Election is Over. So How Will That Impact Your Retirement?
• The Most Common Things People Forget When Setting Up An IRA/401K
• Will The Election Impact The Market?
• Retirement Terms Defined
• Interest Rates Dropped. Now What?
• Inflation And You
• Taxes and Interest Rates
• 401(k)s and Taxes
• Market Volatility And How To Prepare For It
• Special Market Update
• Why You Need A Plan
• Taxes and Inflation
• Inflation And The Impact On Retirement
• The New Retirement Equation
• Retirement Goals and How to Be Financially Independent
• Surprise Retirement Expenses
• Things To Think About Before You Retire
• Dinner Seminars - What to Watch Out For
• Ways to Save For Retirement
• 401K Allocation
• How Will the National Debt Impact Your Retirement?
• Retirement Savings and Taxes
• Retirement Cashflow
• 401Ks, Roth IRAs, and Tax Law Changes
• The 5 Ways To Make Retirement Income Last Longer
• Why You Need an Advisor
• The Market and AI
• Fixed Income
• Aging In Place Part 2
• Aging In Place Part 1
• How Do You Choose an Advisor?
• Social Security and YOU
• Getting To Know Matt and Kyle
• Retirement Forecast
• Long Term Care.
• Changes Are Coming to Social Security! Are YOU Ready?
• New Year. New You
• Reasons Why You Should Have a Financial Advisor
• The 8 Percent Rule?
• Getting To Know Matt and Kyle
• Long-Term Care - How Will You Pay For It?
• The Best and Worst Retirement Systems: Where Does The US rank?
• Changes Are Coming to Social Security!
• Estate Planning
• Government Shutdown Averted...For Now
• Connecting the Dots - From Tax Hikes To Tailored Retirement Planning
• 5 Things You Should Do 5 Years Before You Retire
• Retirement Planning Red Flags part 2
• Retirement Planning Red Flags part 1
• Housing In Retirement
• Inflation and Taxes
• The Consumer and the Market
• The Market and How the US Debt Could Impact You
• Should I Rollover My 401k?
• How to Evaluate Your Financial Advisor
• Long Term Care
• Financial Independence
• Retirement Income
• Inflation and Financial Independence
• Baby Boomers and Retirement Planning
• Introducing Matthew Allgeyer and a Look at the Markets
• Investment Planning VS Retirement Planning
• Navigating Uncertainty
• Could a Good Credit Score Actually Hurt You?
• Who we are and what we do! Plus, a quick look at the current economy.
• Three Questions That Can Preserve Your Savings During Market Volatility
• Retirement Bracket!
• Could The Debt Limit Crisis Derail Your Retirement?
• Five Retirement Tax Surprises
• The High Price Retirees Pay for Collecting Social Security Too Early
• State of the Economy Address
• Overlooked Strategies for Boosting Retirement Income
• Lessons learned from Wealthy People Who Pay No Taxes
• Dispelling Costly Social Security Myths
• Top 3 Retirement Risks And Ways To Manage Each
• Protecting Your Retirement Assets from Cognitive Decline as You Age
• Retiring Planning Tips For Women
• Avoiding a Rollercoaster Retirement
• Navigating Market Volatility
• What Wall Street Doesn't Understand About You
• Inflation, Recession, and Other Falling Dominoes
• Playing with Retirement Fire
• Tactics for Retirement Planning Success
• What Wall Street Doesn't Understand About You
• Inflation, Recession, and Other Falling Dominoes
• Retirement Tradeoffs
• Recession Proofing Your Retirement Income
• Interview with former US Comptroller General Dave Walker
• Are You Ready For Retirement? 5 things you should think about first
• The Retirement Rule of Thumb That’s Mostly Wrong
• Interview with former US Comptroller General Dave Walker
• Protecting Your Retirement Assets from Cognitive Decline as You Age
• Are You Ready For Retirement? 5 things You Should Think About First
• Key Retirement Dates and Ages