Retirement Planning: New Strategies for a Changing Landscape

07/24/23 • 34 min

Enlightenment - A Herold & Lantern Investments Podcast

July 24, 2023 | Season 5, Episode 24
Are you gearing up for retirement but concerned about the unpredictable future? Fear not, as this episode offers a deep dive into the world of Qualified Longevity Anuity Contracts (QLACs), an attractive retirement strategy in today's high-interest-rate environment. Learn how you can use QLACs to contribute up to $200,000 from your retirement accounts towards a stable income in your twilight years. But, like all things, QLACs also come with their share of pros and cons, which we'll explore in depth.
Moving beyond retirement strategies, we'll also keep you updated with the latest economic indicators, market trends, and current affairs. From the housing affordability index to the Spanish elections, labor force participation to the weekend's big box office numbers, we have it all covered. What's more, we analyze investor sentiment and how savvy investments in dividend stocks can yield handsome returns. Don't miss out on our discussion about Apple and Goldman Sachs stocks, AMC, Tesla, Netflix, and Johnson and Johnson. Strap in for an episode loaded with insights and information.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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Previous Episode

Decoding Financial Indicators: Inflation, Interest Rates, Treasury Yields & Global Market Trends

July 17, 2023 | Season 5, Episode 23
Ready to demystify the intricate world of financial indicators? Your understanding of inflation, interest rates, and the Treasury yield is about to get a major upgrade. We're starting off by dissecting the method of measuring inflation, the ripple effects of the Federal Reserve's interest rate increases, and the significance of the two-year Treasury yield. Expect a deep dive into June's CPI report, which throws light on the unexpected dip in annual inflation from 9.1% to 3%. We'll also venture a prediction on the future trajectory of the CPI based on the data from June 2022.
Switching lanes, we'll then take you on a journey across the global financial markets. With futures showing a downside bias and equity markets displaying a mixed bag, we'll decode what the numbers say about June's retail sales and industrial production. We'll travel all the way to China to make sense of their mixed economic data. We'll also zoom into individual stocks - think Ford, Microsoft, Tesla, Pepsi, United Airlines, AT&T, and Chewy. And we won't leave out the intriguing developments around the Russia-Crimea bridge, Yellen's remarks on Chinese tariffs, Cathie Wood's ARC fund, and the Visa and Mastercard stocks discussed in Barron's Trader column. So join us, as we unpack these complex trends to empower you to make confident financial decisions.

Next Episode

Market Insights: Earnings Driving the Bull Market - What to Watch Next

July 31, 2023 | Season 5, Episode 25
Ready to challenge your investing biases and expand your portfolio knowledge? Prepare to be enlightened by our deep-dive conversation around portfolio allocation, diversification and fixed income investments. Alongside the CEO of PIMCO, we analyze the current state of the S&P 500, the Fed model and the potential of municipal bonds. We also dissect recency bias, where investors have become too accustomed to near-zero interest rates. Our assessment of the morning's news, including recent earnings reports and economic reports, leads us to some intriguing investment opportunities; Disney's stock, the Indian markets, and a few other alternative investments, are on our radar.
The magic of Disney has always fascinated us. In this episode, we engage in a riveting exploration of the entertainment giant's challenges and opportunities, especially around its streaming service, Disney Plus. We question if raising the advertising free tier and bundling Hulu, Disney Plus and ESPN Plus could be the key to their success? We also touch upon Disney's cost-cutting measures amidst a competitive landscape. Shifting gears, we scrutinize the pharmaceutical industry's legal argument against Medicare's pricing controls, and why India is buzzing with growth potential as an alternative to China. Come join us on this insightful journey as we deconstruct the stock market and the world of fixed income.

Enlightenment - A Herold & Lantern Investments Podcast - Retirement Planning: New Strategies for a Changing Landscape

Transcript

Alan Eppers00:00:00.664

And now introducing Mr Keith Lanton .

Keith Lanton00:00:03.741

Good morning , it's Keith . Welcome to the middle of the summer here , 2023 .

Keith Lanton00:00:12.560

Hope everyone had an enjoyable weekend , enjoying the heat pretty much wherever you are . We've got one more Monday remaining in July and then we will be heading to month