2016: What

Поділитися
Вставка
  • Опубліковано 2 лип 2024
  • The markets are panicking over the Brexit vote. Original publish date June 25, 2016 (hour 1). In episode 41 of the YMYW podcast, learn what the news can mean for your investment portfolio. Note that content may be outdated as rules and regulations have changed.
    Schedule a free assessment with an experienced financial professional: bit.ly/PureAssessment
    Office locations: bit.ly/PureLocations
    Ask Joe & Big Al On Air: bit.ly/AskJoeAndBigAl
    Subscribe to our UA-cam channel: bit.ly/YMYW-YT
    Subscribe to the Your Money, Your Wealth® podcast: link.chtbl.com/ymyw?sid=y
    00:00 - Intro
    02:08 - “Important British trading partners like India and China indicated that they were worried that the exit would create regulatory and political volatility that could harm the economies of everyone involved”
    07:07 - “It’s complicated; there are a lot of treaties that have been set up between countries that have to be re-negotiated”
    09:37 - “I know volatile times make people a little uneasy, but that’s just part of being invested in the overall global economy”
    14:00 - “We can’t be ultra, ultra conservative with our money because we won’t keep up with inflation”
    20:46 - “I’m going to talk about the seven biggest financial challenges senior citizens are facing in retirement, according to the Motley Fool
    22:28 - “We’re at historically low interest rates” 26:41 - “Low interest rates are a problem, and distrust of the stock market is another one. Capitalism works over the long run”
    28:18 - “When it comes to retirement, a lot of us are in a much higher tax bracket than we figured because the money coming out of our 401(k)s and IRAs are fully taxable”
    Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.
    IMPORTANT DISCLOSURES:
    • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
    • Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
    • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
    • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
    • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
    • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
    CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.
    CPA - Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period.

КОМЕНТАРІ • 1

  • @YourMoneyYourWealth
    @YourMoneyYourWealth  День тому

    Enjoy the Your Money, Your Wealth podcast archives, episodes 1 through 189 (2016-2018) posted once a day - here is episode 41. Note that content may be outdated as rules and regulations have changed. Keep comments civil, respectful, and non-spammy to see them published. 10 Steps to Improve Investing Success - free download: purefinancial.com/white-papers/10-steps-to-improve-investing-success/?.com&YMYW-41