Today I’m talking about investing and planning for retirement during uncertain times.
In fact, I was recently invited to discuss this topic with Caleb Silver, Editor-in-Chief at Investopedia.com.
Caleb hosts the Investopedia Express Podcast and has had conversations with everyone from Ray Dalio and Liz-Ann Sonders to Eli Manning and David Rubenstein.
Needless to say, it was an honor to be on his show and share tips for investing in uncertain markets.
Key Takeaways
- How to build a plan for your cash and why it’s so important
- What mistakes investors should watch out for in today’s choppy markets
- How to create a tax-efficient withdrawal strategy in retirement
In addition to these key takeaways, I also shared my “hottest” investing take for 2023, my favorite financial term, and what I think the future of financial planning looks like.
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 Assessment™ 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