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Market Risks, Generational Wealth & Happiness in Retirement

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Manage episode 406380317 series 2891513
内容由Scott Sierens提供。所有播客内容(包括剧集、图形和播客描述)均由 Scott Sierens 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

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

  continue reading

152集单集

Artwork
icon分享
 
Manage episode 406380317 series 2891513
内容由Scott Sierens提供。所有播客内容(包括剧集、图形和播客描述)均由 Scott Sierens 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

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

  continue reading

152集单集

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