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. 17 - Market Moves & Rate Realities: What Investors Should Know Right Now
Inevitable Wealth
35 minutes
3 months ago
Ep. 17 - Market Moves & Rate Realities: What Investors Should Know Right Now
In this episode of Inevitable Wealth, we break down the biggest forces shaping your portfolio in 2025—from market momentum and Fed policy to sweeping tax law changes under the One Big Beautiful Bill Act (OBBBA). We cover: Why the market is rallying (and whether it’s sustainable)Jerome Powell’s next move and what it means for interest ratesHow new SALT deduction rules and tax bracket changes impact high earnersBig opportunities (and risks) as 401(k) plans open to alternative investmentsWhy we’...
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...
