May 26, 2023
We know you count on your financial advisor to shoot you straight and tell you what you need to hear rather than what you want to hear. That’s what we’re going to do on this episode as Eric drops a few financial truth bombs on us and provides us with a retirement reality check.
Here are some of the things we discuss in this episode:
3:22 – Bonds aren’t always as great for retirees as a lot of people might think.
4:32 – Income tax rates are close to historical lows.
5:35 – The hardest part of investing is managing your own behavior.
8:27 – Is it fake Jake? Experts say 2023 will be a year of economic pain.
12:30 – Mailbag question on helping children with buying a house.
14:01 – A Woman’s Word: Longevity risk
19:54 – Mailbag question on paying for college.
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