Join us as we navigate through topics such as the current Middle East situation and the looming tax season. As we approach tax season, we share insights on how to provide a smooth, fast and easy process for our clients in the preparation of their taxes. Furthermore, we discuss the unpredictability of the markets and the multiple factors that go into the evaluation of a share price. Despite the ongoing events in the Middle East, we unravel why markets continue to rise.
In this captivating conversation with Peter Zahan, a geopolitical strategist, we analyze the macroeconomic view of markets, economic trends, and population changes across the globe. We dig into Russia's military strategy and the necessity for them to retain land in Eastern Europe. Also, we explore how population trends in western Europe impact their economy. The conversation wraps up with an inviting suggestion to relax and enjoy a bonfire, with smores of course!
We also explore the lighter side of life as we chat about our plans to see comedian Nate Bargatzi, the high water bill due to extreme temperatures in Plano, and our busy weekend filled with plans for pickleball. We underline the importance of taking care of oneself and avoiding injury. We further analyze the 'Four Pillars' book series by Joseph Bernstein and emphasize the importance of avoiding overconfidence when making personal trading decisions. We delve into the difference between wealth and riches, and discuss how wealth is built over time through wise investing and allowing your money to generate interest. Listen in for an enlightening conversation!
(0:00:01) - Tax Season and Market Predictability
(0:06:11) - Recommendations and Anticipation
(0:12:14) - Nate Bargatzi Show and Water Bill
(0:14:09) - The Psychology of Investing
(0:25:36) - Emotions and Influence in Investing
(0:34:55) - Emotional Management in Investing Importance
Understanding Your Returns
How to Keep Your Cool During Market Volatility
Should You Buy an Annuity?
Should You Add Cryptocurrency to Your Portfolio?
How to Fortify Your Portfolio Against Hyper-Inflation
When is the Best Time to Start Collecting Social Security?
Understanding the Financial Media
How to Get TAX-FREE Income in Retirement
Should You Open a 529 Account for Your Kids?
Should You Sell Your House Before Retirement?
Do you NEED a Fiduciary Advisor?
Have You Thought of These 4 BIG risks in Retirement?
Should You Cash Out During Market Volatility?
Are ESG Funds all that Ethical?
Money & Marriage
How to Maintain Mental Acuity in Retirement
Should You Add "Innovation" Funds to Your Portfolio?
Are Your Loved Ones Prepared for Your Passing?
Is Your Social Security Enough?
What if Your Advisor has Different Political Views Than You?
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