
How You, too, Can Retire at 55 (6/23/23)
ጄሰን ፒተርስ (ጄ.ፒ ) 🇿🇦 🇪🇹
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(6/23/23) HOUR ONE: Stories from Texas families; Market commentary: The Fed's Kabosh on Inflation: Muckflation; slow-grinding stagflation as liquidity is drained from the system. Why Roths are the J. G. Wentworth for the Gov't.; Tax benefits of a Roth; dodging the tax torpedo. Scarlet & Flo: Bring back 'Kiss my Grits;' the most-popular US migration destination cities; Why did Darden purchase Ruth's Chris' as affluent shoppers flock to Dollar Tree? Emerging Retirement Trends: Tiny Home Villages, early retirement by 55; nobody wants their parents' home; healthcare insurance will be a challenge; NO debt is key. HOUR-TWO: (Live Q&A from Radio listeners & YouTube audience) Money Dates: Couples becoming more engaged in money decisions. The Zuckerberg-Musk cage-match: Are we living in the Babylon Bee? Financial advisors become mentors for wealth, health, & emotions. The Mid-Year Economic Review preview; The Percentage of Americans w Financial Advisors; Successful financial planning vs emotion & instant gratification. The importance of placing bonds in a portfolio: What's driving yields? (Hint: It's not the Fed). US Bonds: We're the cleanest pig in the pen. Barbelling Bonds. Picking a Financial Advisor is like choosing a personal physician; The Millionaire Next Door & The Wealthy Barber; holistic approaches to building wealth. How Millionaires actually spend money; spend in the middle. HOUR-ONE: SEG-1: The Fed's Kabosh on Muckflation SEG-2: Don't Be a Sloth: Use a Roth SEG-3: How the Affluent Really Live SEG-4: Emerging Retirement Trends & Early Retirement @ 55 HOUR TWO (Live Q&A): SEG-5: Zuckerberg vs Musk: Are We Living in the Babylon Bee? SEG-6: Successful Financial Planning vs Emotion & Instant Gratification SEG-7: The Importance of Placing Bonds in Portfolios SEG-8: How Millionaires Actually Spend Money Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: http
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How You, too, Can Retire at 55 (6/23/23)
ጄሰን ፒተርስ (ጄ.ፒ ) 🇿🇦 🇪🇹