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The “Silver Lining” for Investors After a Historic Week for Stocks| Life After FIRE

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Manage episode 477345943 series 2566047
Content provided by BiggerPockets. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BiggerPockets or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We’re coming off one of the wildest weeks in stock market history. How are retirees reacting to these massive swings? How should you adjust your FIRE portfolio in case there are even more turbulent times ahead? We’re chatting with someone who’s in the loop!

Welcome back to the BiggerPockets Money podcast! Today, Emma von Weise, certified financial planner (CFP), returns to the show to give her perspective on the recent stock market volatility. She’ll share what her clients are doing and the course of action she recommends for those who are worried about their nest egg crumbling.

Times like these prove you need an investment plan. If you don’t already have one, Emma will show you how to create it. You’ll also learn how a few years of cash distributions can help you protect your investments and keep you from selling stocks at a loss. Are bonds actually a “safe haven” for investors? We’ll make sense of rising yields and, finally, share a tax strategy YOU can take advantage of during a stock market slide to trim your taxable income!

In This Episode We Cover

How to adjust your FIRE portfolio after recent stock market volatility

How cash distributions protect retirees from selling stocks low in a downturn

Why you need to create an investment plan today (if you don’t have one!)

How to balance “growth” and “safety” in your investment portfolio

Why bond yields have spiked after a huge sell-off (and whether you should buy)

Offsetting capital gains from stocks through tax-loss harvesting

And So Much More!

Links from the Show

Mindy on BiggerPockets

Scott on BiggerPockets

Listen to All Your Favorite BiggerPockets Podcasts in One Place

Join BiggerPockets for FREE

Email Mindy: [email protected]

Email Scott: [email protected]

BiggerPockets Money Facebook Group

Follow BiggerPockets Money on Instagram

“Like” BiggerPockets Money on Facebook

Subscribe to the BiggerPockets Money YouTube Channel!

Get $100 Off Your Ticket to BPCon2025

BiggerPockets Money 120 - Are FIRE Naysayers Bad at Math? Yes. with Michael Kitces

“A Guided Meditation for When the Stock Market Is Dropping”

Emma’s LinkedIn

Fine-Tune Your FIRE Portfolio with “Set for Life”

Sign Up for the BiggerPockets Money Newsletter

Find an Investor-Friendly Agent in Your Area

BiggerPockets Money 120 - Are FIRE Naysayers Bad at Math? Yes. with Michael Kitces

Connect with Carl

Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-631

Interested in learning more about today’s sponsors or becoming a BiggerPockets partner yourself? Email [email protected]

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

654 episodes

Artwork
iconShare
 
Manage episode 477345943 series 2566047
Content provided by BiggerPockets. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BiggerPockets or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We’re coming off one of the wildest weeks in stock market history. How are retirees reacting to these massive swings? How should you adjust your FIRE portfolio in case there are even more turbulent times ahead? We’re chatting with someone who’s in the loop!

Welcome back to the BiggerPockets Money podcast! Today, Emma von Weise, certified financial planner (CFP), returns to the show to give her perspective on the recent stock market volatility. She’ll share what her clients are doing and the course of action she recommends for those who are worried about their nest egg crumbling.

Times like these prove you need an investment plan. If you don’t already have one, Emma will show you how to create it. You’ll also learn how a few years of cash distributions can help you protect your investments and keep you from selling stocks at a loss. Are bonds actually a “safe haven” for investors? We’ll make sense of rising yields and, finally, share a tax strategy YOU can take advantage of during a stock market slide to trim your taxable income!

In This Episode We Cover

How to adjust your FIRE portfolio after recent stock market volatility

How cash distributions protect retirees from selling stocks low in a downturn

Why you need to create an investment plan today (if you don’t have one!)

How to balance “growth” and “safety” in your investment portfolio

Why bond yields have spiked after a huge sell-off (and whether you should buy)

Offsetting capital gains from stocks through tax-loss harvesting

And So Much More!

Links from the Show

Mindy on BiggerPockets

Scott on BiggerPockets

Listen to All Your Favorite BiggerPockets Podcasts in One Place

Join BiggerPockets for FREE

Email Mindy: [email protected]

Email Scott: [email protected]

BiggerPockets Money Facebook Group

Follow BiggerPockets Money on Instagram

“Like” BiggerPockets Money on Facebook

Subscribe to the BiggerPockets Money YouTube Channel!

Get $100 Off Your Ticket to BPCon2025

BiggerPockets Money 120 - Are FIRE Naysayers Bad at Math? Yes. with Michael Kitces

“A Guided Meditation for When the Stock Market Is Dropping”

Emma’s LinkedIn

Fine-Tune Your FIRE Portfolio with “Set for Life”

Sign Up for the BiggerPockets Money Newsletter

Find an Investor-Friendly Agent in Your Area

BiggerPockets Money 120 - Are FIRE Naysayers Bad at Math? Yes. with Michael Kitces

Connect with Carl

Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-631

Interested in learning more about today’s sponsors or becoming a BiggerPockets partner yourself? Email [email protected]

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

654 episodes

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