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. 16 - Rate Cuts, Tariffs, Taxes & Tech — What Investors Need to Know
Inevitable Wealth
31 minutes
6 months ago
Ep. 16 - Rate Cuts, Tariffs, Taxes & Tech — What Investors Need to Know
We’re covering four major forces shaping markets in 2025: The Fed’s Dilemma: With rates still at 4.25%–4.50% and inflation stubborn, we unpack whether cuts are really coming.Tariffs & Trade: How rising tensions could impact portfolios and global growth.Tax Sunset Prep: What high earners should be doing now before rates and exemptions change in 2026.AI: Boom or Bubble? We spotlight where real long-term value may lie—and what to avoid.Smart insights to help you invest with confidence in an ...
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...
