Market Risks, Generational Wealth & Happiness in Retirement

The Retirement Show: Your Life, Your Money with Scott Sierens

In this episode, Scott is going to share some of the wisdom he gained from AE Wealth Management’s Wealth Elite Symposium he recently attended in Nashville, Tennessee. This event featured esteemed speakers from Schwab, former writers for the Wall Street Journal, experts from Fidelity, and more. Listen in as Scott shares his takeaways on market risk, recessions, interest rates, generational wealth, and happiness in retirement.

Here’s some of what we discuss in this episode:

0:00 - Intro

3:23 - Market risks, recessions, and the unpredictability of economic events

10:41 - Having an investment strategy that aligns with your timeline, tolerance, and income plan

12:48 - The impact of Fed interest rates on the market + accounting for inflation in your retirement plan

17:56 - How the potential decline in interest rates affects online savings accounts

20:48 - Items to keep in mind during this election year

23:30 - Normalizing conversations around wealth + being transparent with your beneficiaries

31:31 - Bringing happiness into your morning routine

Want to get in touch?

Web: https://sierensfinancialgroup.com/

Email: [email protected]

Phone: [phone]

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