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040: Politics, History and Planning for a Better Financial Future
Manage episode 377481846 series 3001511
内容由Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck提供。所有播客内容（包括剧集、图形和播客描述）均由 Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
The last decade was pretty great for stocks. So many investors flourished under low inflation, low taxes, and low interest rates, and you can safely say that the bull run we just went through was historic.
However, we’re now in a recessionary period marked by high inflation–and, just like bear markets of the past, we’re going to get through this one, too. If you’re nearing retirement, you might be a little concerned about the state of your portfolio, and today’s episode was recorded with you in mind.
In this conversation, Derek and Matthew explore how politics and the financial markets of the past impacted each other, the parallels and similarities between what’s happening now and what happened then, and what you should be doing now to prepare and plan for a better financial future.
In this podcast interview, you’ll learn:
- Why it’s easy to panic in the face of a seeming financial crisis when you don’t know how the story ends.
- What makes this inflationary era both similar to and different from the economy under Jimmy Carter.
- What happened during the dot-com bubble, the Great Recession of 2008, and even the initial market shocks brought on by the COVID-19 pandemic–and why the solution to all these disasters was always the same.
- Why it’s so important for your income and investment plans to match each other.
- When to start considering rolling your 401(k) over to an IRA–and why tax planning is so important at every age.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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