As you approach retirement, there are so many pieces of the puzzle to account for before you pull the trigger on a big life event. It’s important to know all the risks, benefits, misconceptions, and education before and while you plan out your hopes and dreams of the future. Listen to Allied Wealths Ryan Wheless, Matt Stevenson, and Peter Lott as they discuss everything retirement, strategies and economic hot topics that will help you be more confident when planning for something you have worked so hard for.
At Allied Wealth, we are always paying attention. We are paying attention to the yield curve an how bonds are paying LESS right now – 7 year treasury is paying more than 10 year treasury.
Is your advisor letting you know what they are doing to mitigate risks and putting strategies in place to shield you from a market down turn.
Call 844-944-7555 to set up a special one-on-one appointment – no cost – no obligation appointment that will include a Financial Flight Plan.
Other topics discussed on this episode:
-Are there tax implications when owning gold and silver commodities
-When are the right times to take social security
-Risk Capacity – what does that mean?
-How does inflation affect your portfolio and what needs to be done.
Don't wait to get help. Now is the time to move to an expert like Allied Wealths team and talk about we can help.
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Ryan Wheless Interviews Sam Stovall
Sam Stovall is the Chief Equity Strategist of the S&P IQ Equity Research Department. As a financial analyst, he monitors the market and overall economy. He is also the Chairman of the S&P Investment Policy Committee, which focuses on market history, valuations, and industry momentum strategies. Sam has written two books about the market and investing: “The Seven Rules of Wall Street” and “The Standard & Poor’s Guide to Sector Investing.” Additionally, he writes a weekly investment column on S&P Capital IQ’s MarketScope Advisor platform.
Sam earned his MBA in Finance from New York University and BA in History and Education from Muhlenberg College. He is a Certified Financial Planner and Trustee of the Securities Industry Institute at The Wharton School of Business.
Segment 1 -Sam Stovall with Ryan Wheless
Segment 2 -Sam Stovall with Ryan Wheless
Segment 3 -Sam Stovall with Ryan Wheless
Segment 4 -Sam Stovall with Ryan Wheless