About this episode
(9/29/23) Candy Corn martini's & market commentary; why Larry Fink won't be surprised with higher structural inflation: Permatory inflation. No one is ready for rates to be higher for longer. The uptick in 401-k loans and why we can't save: More credit card debt, car payments, and mortgage payments. Flaw in Secure Act 2.0: Elimination of some catch-up provisions. Boosting the Roth: Paying taxes now before taxes increase, which they will. Mrs. Roberts' Halloween decorations; old westerns & Medicare marketing; the pitfalls of Medicare Advantage plans; Open Enrollment strategies: Always shop Park-D. Candid Coffee preview; How to take Social Security survivor benefits: The folly of taking SS too soon, and effects on spousal benefits. SEG-1: Why No One is Ready for Higher Rates for Longer SEG-2: Flaws in Secure Act 2.0 & Why We Can't Save SEG-3: Old Westerns & Medicare Marketing SEG-4: Candid Coffee preview; How to Take SS Survivor's Benefits Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=jEK1LnhPYQM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "What Quarter-end May Mean for Investors" is here: https://www.youtube.com/watch?v=6Ej2gT3uvR8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Is the Fed in a Trap?" https://www.youtube.com/watch?v=AyWalCLIvgw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/3016835714744/WN_zCk25t5QThq7CG5NHH4UIg ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #InterestRates #SecureAct #Retirement #Medicare #MedicareAdavantage #OpenEnrollment #SocialSecurity #Markets #Money #Investing