Today’s episode covers a little bit of everything because there is quite a bit going on in the world of finance! Your financial coach, Jeff Montgomery tackles a few topics including Social Security and the possibility of an upcoming cost of living adjustment. Jeff also discusses the latest inflation numbers and some very interesting data about market performance before and after recessions. Finally, he discusses some proposed RMD regulations for post-SECURE Act required minimum distributions for inherited IRAs. All of this and more on this week’s episode! You won’t want to miss this episode to catch up on these key current topics.
Recessions: Before & After Chart
Social Security's cost-of-living bump could reach almost 11%: Report
Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to clients. So, unless you’re a client I can’t give you advice because I don’t know you. So, think of these as helpful hints and education only. And please before implementing any information or ideas you hear on this show always consult your legal adviser, your tax adviser, and your financial adviser…………. right? that’s just common sense.
Final Disclaimer:
“We appreciate you joining us today for this episode of The Fiscal Blueprint.
Be sure to visit fiscalblueprint.com to access the most recent content available including all past shows.
Remember it’s not about the money but about your life!
Having a mindset and living a life of abundance rather than scarcity will change the direction of your life forever!! Enjoy the Journey!!!
“Opinions voiced in this recording are for general information only and not intended to offer specific advice or recommendations to any individual. All performance references are historical and no guarantee of future results. All indices are unmanaged and not available for direct investment.”
Berlin, Maryland ~ Lewes, Delaware ~ Eldersburg, Maryland
Fiduciary, Independent, Registered, Investment Advisor Representatives
