Month: December 2024
The Most Impactful #BiggerBolderRetirement Discussions of the Year (Ep.33)

The Most Impactful #BiggerBolderRetirement Discussions of the Year (Ep.33)

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It’s time to reflect on the invaluable insights from the very best episodes throughout the year, featuring top experts who simplify financial complexities and share actionable strategies.

Join Jim Kruzan as he delves into unforgettable conversations and key takeaways from guests like Becky Eisen on aging with dignity, Dr. Jacqueline B. James on life well-lived beyond retirement, and cybersecurity expert Jeff Lanza on safeguarding your assets in the digital age.

Key conversations include:

  • The early signs of aging and plan with informed decision-making for long-term care
  • Rediscover retirement not just by numbers but as a joyous, redefined life stage with insights from Dr. Jacqueline B. James
  • Safeguarding your wealth from cyber threats with strategies from Jeff Lanza and Jessica Rice
  • Prenups and Postnups: Julia Black’s explanation about how these agreements can protect your assets + why postnuptial agreements may not always hold up in court

Resources:

 

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Strategies for Investors as Trump Begins His Second Term (Ep.32)

Strategies for Investors as Trump Begins His Second Term (Ep.32)

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How have markets historically reacted to a change in U.S. presidency, and what can you do to safeguard your future investments?  

With Donald Trump’s return to the White House, understanding the market dynamics and economic policies becomes critical—let’s delve into what this means for your financial strategy.

As markets show mixed reactions to the news of Trump’s re-election, it’s crucial to explore what these changes mean for both your investments and the economy at large. Throughout this episode, we delve into historical patterns, current market trends, and outline key strategies to help you prepare for potential shifts. 

Key conversations include:

  • Historical analysis of how markets react to shifts in presidential power provides foundational knowledge for investors
  • Understanding sector-specific impacts on energy, defense, and technology
  • Inflation, interest rates, and tariffs being critical economic factors; understanding their implications to adjust your strategy accordingly
  • Retaining flexibility in your investment strategy, prioritizing diversification, and staying informed to align with evolving market conditions

Resources:

Connect with Jim Kruzan: 

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Subscribe: Amazon Music | RSS | More