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Stay Wealthy Retirement Podcast - Bonds, Recessions, and Withdrawing Money in Retirement

Bonds, Recessions, and Withdrawing Money in Retirement

05/25/22 • 24 min

1 Listener

Stay Wealthy Retirement Podcast

The markets are off to the worst start since 1939!

Given that, I’m answering three (3) BIG questions from listeners today:

  1. Why are stocks AND bonds down at the same time + what should investors be doing right now to protect their portfolio?
  2. How can we improve our mindset and gain optimism in the face of negative economic outlooks?
  3. What is the correct order of operations when withdrawing money in retirement?

If you're asking similar questions and concerned about the current state of the markets, you're going to love this episode.

Want to Lower Your Tax Bill + Improve Retirement Success?

👉 Click Here to Get Your FREE Retirement & Tax Analysis

To grab the links and resources for today's episode, click here.

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The markets are off to the worst start since 1939!

Given that, I’m answering three (3) BIG questions from listeners today:

  1. Why are stocks AND bonds down at the same time + what should investors be doing right now to protect their portfolio?
  2. How can we improve our mindset and gain optimism in the face of negative economic outlooks?
  3. What is the correct order of operations when withdrawing money in retirement?

If you're asking similar questions and concerned about the current state of the markets, you're going to love this episode.

Want to Lower Your Tax Bill + Improve Retirement Success?

👉 Click Here to Get Your FREE Retirement & Tax Analysis

To grab the links and resources for today's episode, click here.

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Today I’m sharing details about a (new) popular financial scam.

To help you stay safe, I’m also sharing 3 ways to stay safe and protect yourself in retirement.

(Hint: your "complex" password may not be as secure as you think. 😲)

If you want to learn about this sophisticated financial scam + tips for protecting your family, this episode is for you.

Need Retirement & Tax Planning help?

Click here to learn more about our Free Retirement AssessmentTM.

For the episode show notes and links, click here.

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Actually, that’s not true...

I was inspired to add a fourth retirement mistake at the last minute after a recent client meeting.

So be sure to stick around to the very end. ;)

On the hunt for a retirement + tax planning expert?

Learn more about getting a Free Retirement AssessmentTM.

To grab the links mentioned in today's episode, head over to the show notes page here.

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