Defining Common Terms and Outlining Situations for Financial Planning

This week, we're talking with Dave and Elena about the common terms and situations that come up when planning your retirement. What are popular places to hold retirement monies in today's volatile market? An IRA What are the parameters of a Bull Market and how can it be helpful or hurtful during retirement? Bull Market - when the market is really strong However, it can be misleading because of the population's expectation of it continuing to be strong Talk to your financial advisor What is a Black Swan event? An unprecedented event that occurs that affects the market Why do rising interest rates hurt my 401k and IRA values? Interest rates are increasing and companies have to ensure their debt at a higher rate Stock values go down Individual bond values may shrink as well What do I do if this happens to me? Fixed index annuities and corporate investment grade bonds, mitigating investment risk and generating sustainable income Links: Facebook Our Website

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Defining Common Terms and Outlining Situations for Financial Planning is an episode from DAK Financial Podcast by DAK Financial Group, LLC.

This episode is 10:23 long.

This episode was published on Nov 1, 2018.

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