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023: Election Results Impact on Your Retirement & Balancing Your Portfolio
Manage episode 450046939 series 3610444
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The "Own Your Retirement Show" hosted by Mark Elliott and Josh Bretl, President of FSR Wealth Strategies, focuses on providing insights into retirement planning. The episode discusses the impact of political changes, like Trump's election victory, on financial portfolios and tax strategies. The hosts emphasize the importance of adapting to potential changes in tax legislation and maintaining a personalized approach to retirement planning.
Key topics include the 2017 Tax Cuts and Jobs Act, Roth conversions, and the significance of rebalancing investment portfolios. Becky Swansburg, a former White House staffer, offers expert insights on tax planning and the implications of rising national debt on future tax rates. The conversation also touches on the importance of taking a long-term view of retirement planning, advocating for strategic decisions that are not swayed by political fluctuations.
Listeners are encouraged to consult with FSR Wealth Strategies for personalized retirement planning, especially in light of potential future tax increases and economic changes. The show promotes a proactive approach to financial planning, urging individuals to take control of their retirement strategies and make informed decisions about their financial future.
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