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The conversation covers market update and pre-planning steps for near-term retirees.
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The conversation covers market update and pre-planning steps for near-term retirees. The market experienced whipsaw action, causing some panic selling by the general public, while institutions bought the dip. Warren Buffett's decision to unload 50% of his Apple stock raised eyebrows. The conversation also delves into the concept of carry trades and the potential risks associated with them. The importance of a financial review, managing debt, and planning for healthcare expenses in retirement is emphasized. The episode concludes with a discussion on Social Security and the remaining steps for pre-retirees. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.
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1. The conversation covers market update and pre-planning steps for near-term retirees. (00:00:00)
2. TEASE BEGINS HERE (NOT DURING SOUND EFFECT) (00:00:01)
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