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Real-Time Market Update – Ep107

Real Time Market Update

by: Annette Bau, CFP®

We are in an unprecedented economic landscape that requires a different perspective and likely a revised or new financial plan.
Tariffs, interest rates, inflation, and other economic indicators of a likely recession could make anyone nervous. Today, we dive into ideas and considerations so you can make informed decisions. These can help you secure your financial future, regardless of what happens.

We recommend that you review your situation with a qualified advisor before making a financial or investment change to ensure it is the best decision for you and your situation.

Wealth Inside and Out® Podcast: “Real-Time Market Update”

In this episode, you will learn:Retirement Plan Checklist
>> (11:06) The first insight that is critical in a volatile market
>> (13:54) The importance of analyzing your risk tolerance
>> (18:15) The economic impact of consumer uncertainty
>> (23:20) The CPI and why it is important
>> (30:42) How a RILA helps mitigate risk in a down market

Conclusion – “Real-Time Market Update”

Economic, political, and uncertain times create risk and opportunities. Decisions you make now, will likely have a dramatic impact on your financial future and security. Today, you will gain insight to help you make the best decision. Always check with a qualified advisor before making any changes to your investment or financial plan.

Enjoy the episode.

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This information is for educational purposes only. It is not intended to replace the advice of any advisor or specialist, nor to provide investment, financial, tax, retirement, planning, or healthcare advice.

Always consult with a qualified professional before making any financial decisions or changes.

To your financially secure life,

Annette

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Estate & Retirement Strategies, LLC, (“ERS”) is affiliated with The Millionaire Insider®, an organization that provides general information, courses, and publications on topics related to personal financial planning and other lifestyle and mindset topics from various third party sources.

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