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Ep 8: Social Security Myths, Rebalancing, and Answering Your Questions
Manage episode 361205822 series 3403894
Michael Loftus에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Michael Loftus 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about.
Plus, we’ll tackle rebalancing a portfolio. Most people will tell you to buy and hold but that’s not a philosophy we always follow and we’ll explain why. It’s important to take profits and re-evaluate your investments as needed.
We’ll also close out this episode by taking a few of your questions on inflation, investment options, and REITs.
Here’s some of what we’ll cover on this show:
- Quote of the month on groceries and perfume. (0:48)
- When and how to rebalance a portfolio. (1:23)
- Top Social Security myths of 2023. (3:44)
- Mailbag question on protecting money during high inflation. (8:00)
- Investment options outside of the 401(k) (9:12)
- Mailbag question about cashing out a REIT. (10:29)
LEARN MORE:
Recent educational videos on YouTube: https://bit.ly/3CMiRbt
Schedule a meeting with Michael: https://lwsde.com/schedule-a-meeting/
Visit Michael's website for more resources: https://lwsde.com/
Sign up for Newsletter: https://tinyurl.com/2p979jjz
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