Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence. We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy. Key topics include: - Social Security timing...
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Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence. We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy. Key topics include: - Social Security timing...
Ep. 15 - Five Years Later: COVID, the Market Crash, and the Recovery
Inevitable Wealth
26 minutes
8 months ago
Ep. 15 - Five Years Later: COVID, the Market Crash, and the Recovery
It’s been five years since the COVID-19 pandemic sent markets into a historic tailspin. In this episode, we take a look back at the dramatic market crash of early 2020, the rapid recovery fueled by government stimulus, and the lasting economic shifts that still shape investing today. From the initial panic and unprecedented volatility to the winners (like tech stocks and meme stocks) and losers (travel and retail), we break down the key lessons investors can take away. How has inflation...
Inevitable Wealth
Are you within 5–10 years of retirement? This episode is your roadmap to preparing with confidence. We cover the 10 most important questions to ask before you retire—like when to claim Social Security, how to budget for healthcare, and whether your portfolio is aligned with your goals. Then, we walk through 10 practical actions you can take now to strengthen your retirement plan, from Roth conversions to stress-testing your income strategy. Key topics include: - Social Security timing...
