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U.S. Debt Problems, Social Security Fixes, & Retirement Expenses (8/5/2023)

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Manage episode 373524029 series 3083349
Content provided by Alec Kelso and The Real Money Pros. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alec Kelso and The Real Money Pros or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Some of the biggest financial news last week was that Fitch's bond ratings for the United States were downgraded, leaving a bit of a market sell off. What does this decision say about the U.S. and its fiscal policies? Brian and Jeremiah talk a lot about bonds and where (and if) they belong within your portfolio. Jeremiah gives his market update for the week, where U.S. indexes left off, and what companies outperformed. Alex Lundgren talks about the top five, most commonly overlooked expenses that retirees find. Make sure you are saving enough! Social Security, listener questions, and much more!

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

Nic Daniels, BFA™, Financial Advisor

Alex Lundgren, AIF®, Financial Advisor

The Real Money Pros

https://www.therealmoneypros.com

—————————————————————

SPONSORS:

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Lively (HSAs and FSAs)

https://livelyme.com/pro

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Advisor Insurance Solutions:

https://advisorinsurancesolutions.com/

—————————————————————

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 373524029 series 3083349
Content provided by Alec Kelso and The Real Money Pros. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alec Kelso and The Real Money Pros or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Some of the biggest financial news last week was that Fitch's bond ratings for the United States were downgraded, leaving a bit of a market sell off. What does this decision say about the U.S. and its fiscal policies? Brian and Jeremiah talk a lot about bonds and where (and if) they belong within your portfolio. Jeremiah gives his market update for the week, where U.S. indexes left off, and what companies outperformed. Alex Lundgren talks about the top five, most commonly overlooked expenses that retirees find. Make sure you are saving enough! Social Security, listener questions, and much more!

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

Nic Daniels, BFA™, Financial Advisor

Alex Lundgren, AIF®, Financial Advisor

The Real Money Pros

https://www.therealmoneypros.com

—————————————————————

SPONSORS:

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Lively (HSAs and FSAs)

https://livelyme.com/pro

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Advisor Insurance Solutions:

https://advisorinsurancesolutions.com/

—————————————————————

  continue reading

100 episodes

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