Financial Forecasting: A Post-Election Conversation The Financial Answer podcast

Here’s some of what we discuss in this episode:

The possible extension of the Tax Cuts and Jobs Act
Taking advantage of Roth conversions during this time
National deficit concerns and potential solutions
The market’s reaction to the election

Resources for this episode:

https://www.usatoday.com/story/money/personalfinance/2024/11/17/trump-republican-win-low-tax-economy/76296530007/

For more, visit us online: http://thefinancialanswer.com

The Financial Answer

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The Money Questions Every Couple Needs To Discuss This Valentine’s Season 15:18

16일 전15:18

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15:18

Valentine’s season is all about love, but let’s be honest, money plays a huge role in any relationship. Whether you’ve been together for decades or just starting out, financial stress can put a strain on even the strongest partnerships. So, how do you talk about money without killing the romance? In today’s episode, we’re looking at the questions every couple should ask about finances and retirement. Here’s some of what we discuss in this episode: How can long-term couples keep financial peace and avoid ‘spender vs. saver’ battles? How can you support your family without compromising your own retirement? If you’ve kept separate finances for years, is it ever too late to merge money? What’s the best way for couples to handle financial curveballs without turning money stress in marriage stress? How can couples start the estate planning conversation without it feeling like a romance killer? For more, visit us online: http://thefinancialanswer.com…

The Financial Answer

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What Do Proposed Tariffs Mean For Your Portfolio? 18:13

4 weeks 전18:13

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18:13

The day President Trump took office, he announced plans to implement a 25 percent tariff on goods from Mexico and Canada. Additional tariff conversations have exploded since that day. How might this impact your personal finances and the economy? In this episode, we’ll take a closer look at the backstory of tariffs - what they are, why governments impose them, and the historical context of them. We'll also break down the new tariffs that have been introduced, their potential impact on everyday people, and what you can do to navigate this shifting financial landscape. Here’s some of what we discuss in this episode: What are tariffs and their historical context? How will this impact the economy? The potential benefits of tariffs The overvaluation of the tech sector and the importance of diversification Wolf Street Article: https://wolfstreet.com/2025/02/03/what-trumps-tariffs-did-last-time-2018-2019-had-no-impact-on-inflation-doubled-receipts-from-customs-duties-and-hit-stocks/ For more, visit us online: http://thefinancialanswer.com…

The Financial Answer

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Inflation-Proof Your Retirement In 2025 13:55

6 weeks 전13:55

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13:55

Inflation has been a hot topic in recent years and continues to be as we navigate through 2025. With rising prices affecting everything from healthcare to everyday expenses, its effect on long-term financial strategies is arguably more significant than ever. In this episode, we’ll explore how to adjust your retirement strategy to stay ahead. Here’s some of what we discuss in this episode: How inflation in recent years has impacted retirement strategies and plans The rate of inflation Nathan assumes when building a retirement plan in 2025 The types of investments or strategies that are most effective for combining inflation today The importance of diversification in managing inflation risks How to plan for inflation in the long term to protect your retirement lifestyle For more, visit us online: http://thefinancialanswer.com…

The Financial Answer

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The Snowbird Retirement: Is a Seasonal Move Right for You? 15:22

8 weeks 전15:22

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15:22

Brrr, it’s cold out there! Winter has a lot of people thinking about warmer weather. For some, that just means an annual vacation down south. But for certain retirees, they choose to live elsewhere through the brunt of winter, becoming “snowbirds.” Is snowbird life for you? Join Nathan as he discusses the factors that drive people into the snowbird lifestyle, how remote work plays a role in doing this a little sooner than you might anticipate, where snowbirds are flocking to nowadays, and much more! Here’s some of what we discuss in this episode: What drives people to become snowbirds? The role of remote work Where are snowbird retirees moving to? Cost and other things to consider How an advisor can help you reach your retirement goals For more, visit us online: http://thefinancialanswer.com…

The Financial Answer

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The Art of Rebalancing: WHEN to Adjust Your Portfolio and WHY 13:31

10 weeks 전13:31

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13:31

Is rebalancing your portfolio a December tradition, a January jumpstart, or something triggered by a big life event or even the economy? Let’s explore the when, why, and how of rebalancing. Here’s some of what we discuss in this episode: What is rebalancing and why it’s important. How life events can trigger a need to rebalance your portfolio. What is threshold rebalancing? When market conditions can impact rebalancing. For more, visit us online: http://thefinancialanswer.com…

The Financial Answer

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Most Americans Are Forced to Retire Early- Are You Ready? 14:51

12 weeks 전14:51

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14:51

Did you know most Americans retire earlier than planned? This is often due to unexpected health issues, job changes, or financial surprises. These challenges can force people out of work early, leaving them unprepared for decades of retirement. In this episode, we’ll explore recent research highlighting the importance of planning for early retirement, even if it’s not in your current plans. Here’s some of what we discuss in this episode: Why do Americans retire earlier than planned? What is the financial impact of early retirement? How can you prepare for an unexpected retirement? How can retirees find fulfillment despite financial challenges? Resources for this episode: Most Americans Have To Stop Working Earlier Article https://www.aol.com/planning-retire-65-most-americans-080104599.html For more, visit us online: http://thefinancialanswer.com…

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Financial Forecasting: A Post-Election Conversation 16:44

15 weeks 전16:44

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16:44

Election season has officially wrapped up, and with the results in, we now have a clearer picture of what the future may hold. In today’s episode, Nathan and Marc dive into several important topics that could be shaped by the new administration. Listen in as they discuss the potential extension of the Tax Cuts and Jobs Act, government spending and tariffs, and how the outcome of presidential elections can influence the market. Here’s some of what we discuss in this episode: The possible extension of the Tax Cuts and Jobs Act Taking advantage of Roth conversions during this time National deficit concerns and potential solutions The market’s reaction to the election Resources for this episode: https://www.usatoday.com/story/money/personalfinance/2024/11/17/trump-republican-win-low-tax-economy/76296530007/ For more, visit us online: http://thefinancialanswer.com…

The Financial Answer

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Don’t Blow Your Bonus! Smart Ways to Use a Lump Sum Payout 15:27

17 weeks 전15:27

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15:27

Whether you’re anticipating a year-end bonus this December, recently received an inheritance, or even won the lottery (hey, we’re all allowed to dream), figuring out what to do with a large financial windfall can feel overwhelming. No matter how you’ve come into this newfound wealth, it’s important to approach it thoughtfully. Here’s some of what we discuss in this episode: Don’t rush your decision. When things get emotional, it’s best to take a breath and slow down. What are some of the smart options for putting this money to work? Find some balance. You don’t need to save or invest every penny. Some special considerations to keep in mind if you get a nice bonus this year. For more, visit us online: http://thefinancialanswer.com…

The Financial Answer

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Is Dividend Investing Dead? 16:52

19 weeks 전16:52

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16:52

Wondering if dividend investing is still the best approach for your retirement? Based on a recent article , we dive into what incidental income is and how it may change your strategy around dividends. Nathan talks about how it generates cash flow from portfolio turnover rather than relying solely on dividends. Here’s some of what we discuss in this episode: How incidental income compares to dividend investing. The potential volatility of overfocusing on dividend stocks. The tax implications of this strategy. Read more: https://seekingalpha.com/article/4723299-incidental-income-makes-dividend-investing-unnecessary-in-retirement Visit us online: http://thefinancialanswer.com…

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How Current Economic Shifts Could Affect Your Retirement 17:35

21 weeks 전17:35

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17:35

The financial landscape is changing rapidly, and if you’re focused on retirement, these shifts can’t be ignored. In today’s episode, we break down the trends that will define the rest of 2024 and their implications for your retirement plan. Here’s some of what we discuss in this episode: Nathan’s big getaway. Market volatility and how much an election changes that. Shifts in housing and the real estate market. Changes in interest rates. Consumer debt and how to make smarter decisions. For more, visit us online: http://thefinancialanswer.com…

The Financial Answer

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For Couples, Retirement Planning Is A Team Sport 17:19

23 weeks 전17:19

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17:19

Retirement planning as a couple can come with its share of challenges. You aren’t planning for the financial future of just one person, but two! Often, each person comes with their own set of fears, feelings, and feedback. In today’s podcast, Nathan delves into why retirement planning should be a team effort and how couples can work together to avoid common pitfalls. Here’s some of what we discuss in this episode: The importance of communication and open dialogue. Discussing the details of the plan. Agreeing on the risk tolerance. Establish a healthy budget and spending habits. For more, visit us online: http://thefinancialanswer.com…

The Financial Answer

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Unlock Your Potential During National Financial Planning Month 15:46

25 weeks 전15:46

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15:46

As we celebrate National Financial Planning Month, there's no better time to take control of your financial future. In today’s podcast, Nathan discusses the ins and outs of building a personalized financial plan. Whether you're just starting out or looking to refine your strategy, Nathan's insights are invaluable for anyone looking to secure their financial future. Here’s some of what we discuss in this episode: Why Nathan became a financial advisor. What the initial phases of the planning process looks like. Why financial education is important. What to do if you’ve been procrastinating with your financial plan. For more, visit us online: http://thefinancialanswer.com…

The Financial Answer

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IRS Rules for RMDs 12:37

28 weeks 전12:37

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12:37

Recently, the IRS provided some much-needed clarity on the Secure Act changes, specifically regarding Required Minimum Distributions (RMDs). In today’s podcast, Nathan breaks down these updates and explains their implications for your financial strategy. Here’s some of what we discuss in this episode: An overview of the Secure Act. Clarity on the RMD rules. The impact on your financial plan. Market volatility and diversification. For more, visit us online: http://thefinancialanswer.com…

The Financial Answer

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August 2024 Market Update 17:23

30 weeks 전17:23

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17:23

Market volatility can be a nerve-wracking experience for any investor. Recent fluctuations have left some questioning the future of their investments. Nathan outlines which crucial strategies to follow in order to help you manage your investments, no matter how turbulent the times. From staying invested to rebalancing your portfolio, these tips are designed to keep you on track toward your financial goals. Here’s some of what we discuss in this episode: Staying invested. Continuing to invest. Rebalancing your portfolio. Taking advantage of tax loss harvesting. Being cautious right before retirement. For more, visit us online: http://thefinancialanswer.com…

The Financial Answer

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What is Blackrock's 100% Stock ETF Hedge? 13:23

33 weeks 전13:23

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13:23

In the ever-evolving landscape of financial products, BlackRock has recently introduced a stock ETF with a 100% downside hedge. This announcement has generated a buzz among investors, but what does it really mean? In our latest podcast, Nathan breaks down the complexities of this new offering and provides crucial insights for investors. Here’s some of what we discuss in this episode: Understanding the 100% downside hedge. The role of buffered ETFs. Pros and cons of this ETF. Reuters Article: https://www.reuters.com/business/finance/blackrock-launches-stock-etf-with-100-downside-hedge-2024-07-01/ For more, visit us online: http://thefinancialanswer.com…

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Financial Forecasting: A Post-Election Conversation