Today I’m sharing nine fun facts about the economy, markets, and retirement.
Along with being entertaining, these facts bring important planning topics to the surface.
They also help to address and answer common questions.
For example:
- How correlated is the economy to the stock market?
- What are the actual odds of a catastrophic long-term care event?
- Should average life expectancy assumptions be used in retirement projections?
If you’re ready to have some fun learning about the history of the markets and little-known facts about investing, this episode is for you.
Need Tax + Retirement Planning Help?
We specialize in helping people aged 50+ lower taxes, invest smarter, and (safely) create a retirement paycheck.
Our Free Retirement Assessmentâ„¢ will answer your BIG questions and help you properly evaluate our firm.
Click the banner below to learn more. 👇
How to Listen to Today’s Episode
🎤  Click to Listen via Your Favorite Podcast App
Cash vs. Inflation (68 Years)
Episode Resources
📬 Want more retirement and investing content? Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter!
Resources Mentioned:
- 11 Surprising Facts About Tax Planning, Investing, and Retirement
- The Magnificent 7 Stocks
- S&P 500 Components
- The Real Interest Rate of One-Year Bonds
- Peter Lynch:
- Life Expectancy:
- Long-Term Care: 13% of People Over Age 65 Will Spend $150k+
- Most of Warren Buffet’s Wealth Created After Age 50
- Mark Cuban Hasn’t Profited From Shark Tank
- 101 Years On Wall Street (John Dennis Brown)
- The Stock Market is Not the Economy
- Monroe and the Quincy Coca-Cola Millionaires
