Sep 29, 2023
(9/29/23) Candy Corn martini's & market commentary; why Larry Fink won't be surprised with higher structural inflation: Permatory inflation. No one is ready for rates to be higher for longer. The uptick in 401-k loans and why we can't save: More credit card debt, car payments, and mortgage payments. Flaw in Secure Act 2.0: Elimination of some catch-up provisions. Boosting the Roth: Paying taxes now before taxes increase, which they will. Mrs. Roberts' Halloween decorations; old westerns & Medicare marketing; the pitfalls of Medicare Advantage plans; Open Enrollment strategies: Always shop Park-D. Candid Coffee preview; How to take Social Security survivor benefits: The folly of taking SS too soon, and effects on spousal benefits.
SEG-1: Why No One is Ready for Higher Rates for Longer
SEG-2: Flaws in Secure Act 2.0 & Why We Can't Save
SEG-3: Old Westerns & Medicare Marketing
SEG-4: Candid Coffee preview; How to Take SS Survivor's
Benefits
Hosted by RIA Advisors Director of Financial Planning, Richard
Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Watch today's show on our YouTube channel:
https://www.youtube.com/watch?v=jEK1LnhPYQM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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The latest installment of our new feature, Before the Bell, "What
Quarter-end May Mean for Investors" is here:
https://www.youtube.com/watch?v=6Ej2gT3uvR8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Is the Fed in a Trap?"
https://www.youtube.com/watch?v=AyWalCLIvgw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s
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Contact Us: 1-855-RIA-PLAN
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