I hope you, your family, and friends are staying safe during these difficult times.
In today’s bonus episode, I’m discussing COVID-19 and sharing some thoughts on the current state of the financial markets.
I’m also sharing three actions to consider taking right now with your investments and retirement plan.
How to Listen to Today’s Episode
Episode Links & Resources:
- 👉 Get Your One-Time Retirement Plan
- Corporate, Muni, and Government Bond ETF Returns in 2020 [YCharts]
- Government Bonds vs Corporate Bonds [Jon Luskin, Journal of Financial Planning]
- Roth Conversions to Lower Taxes [Define Financial]
- Diversified Portfolio YTD Returns [Ben Carlson]