What do the Three Stooges and the Fed's rate cut plans have in common? Risk appetites are on the rise with the Reddit IPO; what if inflation heats up and the Fed cannot cut rates? We're living in a government-driven economy. The challenges to withdrawal rates: Goal-harvesting. Goal shifting when retirement guardrails change. The Reddit IPO: Let the euphoria burn away. Risks to Medicare Advantage plans in 2024: Pre-existing clauses. We now have to deal with reinvestment risks as rates begin to fall; alternatives to getting away from high fixed-income earnings.
SEG-1: The Three Rate Cut Stooges
SEG-2: Retirement Goal-harvesting
SEG-3: Risks in Medicare Advantage 2024
SEG-4: Medicare Advantage Risks & Reinvestment Risks as Rates Begin to Drop
Hosted by RIA Advisors Director of Financial Advice, Richard Rosso, CFP, w Senior Financial Advisor, Jonathan McCarty, CFP, CFA
Produced by Brent Clanton, Executive Producer
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Watch today's show video here:
https://www.youtube.com/watch?v=NvLFl9iD9GY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s
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Articles mentioned in this report:
"Blackout Of Buybacks Threatens Bullish Run"
https://realinvestmentadvice.com/blackout-of-buybacks-threatens-bullish-run/
"Household Equity Allocations Suggests Caution"
https://realinvestmentadvice.com/household-equity-allocations-suggests-caution/
"Full-Time Employment As A Recession Indicator?"
https://realinvestmentadvice.com/newsletter/
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The latest installment of our new feature, Before the Bell, "Follow the Bouncing 20-DMA," is here:
https://www.youtube.com/watch?v=5BoOcCgLzYo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "How Will the Fed Rate Announcment Affect You?"
https://www.youtube.com/watch?v=6WRlC2YWWsI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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