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Market Risks, Generational Wealth & Happiness in Retirement
Manage episode 406380317 series 2891513
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 shares his takeaways on market risk, recessions, interest rates, generational wealth, and happiness in retirement.
Here’s some of what we discuss in this episode:
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
Want to get in touch?
Web: https://sierensfinancialgroup.com/
Email: office@sierensfinancialgroup.com
Phone: 847-235-6989
Read more and get additional financial resources here: http://lifemoneyshow.com
Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ
154 episódios
Market Risks, Generational Wealth & Happiness in Retirement
The Retirement Show: Your Life, Your Money with Scott Sierens
Manage episode 406380317 series 2891513
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 shares his takeaways on market risk, recessions, interest rates, generational wealth, and happiness in retirement.
Here’s some of what we discuss in this episode:
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
Want to get in touch?
Web: https://sierensfinancialgroup.com/
Email: office@sierensfinancialgroup.com
Phone: 847-235-6989
Read more and get additional financial resources here: http://lifemoneyshow.com
Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ
154 episódios
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