Tag: investment strategies

  • Ep. 16: Navigating Mortgage Rates in Retirement Planning. Why Did Rates Go Up After The Fed Lowered Rates?

    Mark in Bloomberg Wealth talking Mortgage Rates: https://www.bloomberg.com/news/newsletters/2024-11-07/how-to-invest-after-trump-win-and-federal-reserve-rate-cut Summary In this conversation, Mark Struthers discusses the current…

  • The Basics & Issues of The 3 Bucket Retirement

    Today’s discussion focuses on the “bucket strategy” for allocating retirement funds, which helps manage risk by separating…

  • Ep. 1 The TCJA Sunsets In 2026 and Taxes Could Go Up! What You Can Do About It

    SummaryToday’s topic is potential tax changes in 2026, when the Tax Cuts and Jobs Act (TCJA) is…

  • Understanding Risk In Retirement

    SummaryIn this conversation, Mark Struthers discusses the importance of understanding and managing various risks associated with retirement….