#marketrisk #generationalwealth #happiness #retirement
In this episode, Scott is going to share some of the wisdom he gained from AE Wealth Management’s Wealth Elite Symposium he recently attended in Nashville, Tennessee. This event featured esteemed speakers from Schwab, former writers for the Wall Street Journal, experts from Fidelity, and more.
Listen in as Scott unpacks some of his favorite discussions from the Symposium, diving into topics like market risk, inflation, and interest rates. He’ll share how all of these factors impact your financial landscape and some strategies to navigate these complexities with confidence. Moving beyond market dynamics, Scott will talk about the significance of planning, communication, and foresight when passing down assets to future generations. Then, we’ll wrap up the discussion with some helpful strategies to weave joy into your retirement years.
Here's what we cover in this financial video:
0:00 - Intro
3:23 - Market risks, recessions, and the unpredictability of economic events
10:41 - Having an investment strategy that aligns with your timeline, tolerance, and income plan
12:48 - The impact of Fed interest rates on the market + accounting for inflation in your retirement plan
17:56 - How the potential decline in interest rates affects online savings accounts
20:48 - Items to keep in mind during this election year
23:30 - Normalizing conversations around wealth + being transparent with your beneficiaries
31:31 - Bringing happiness into your morning routine
Begin the 'Max My Retirement' Gameplan here: sierensfinancialgroup.com/wor...
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CONNECT 🤝
Facebook: / sierensfinancial
LinkedIn: / scott-sierens-sfg
Podcast: lifemoneyshow.com/podcast/
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CONTACT ☎
Website: lifemoneyshow.com/
Phone: (847) 235-6989
Email: scott@sierensfinancialgroup.com
Appointment: calendly.com/sierensfg/intro-...
7 авг 2024
