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In this episode of The Above Board Podcast, Michael Scott, CFA, and Matt Marcoux, EA, CFP® share a timely replay of their recent client webinar focused on the economic impact of newly announced tariffs. They break down what the headlines actually mean, how markets are reacting, and what it all could signal for investors. You'll also hear tailored strategies for individuals at various stages of retirement planning—whether you're 10 years out, just about to retire, or already enjoying it. With a focus on facts over fear, this episode offers practical guidance to help you navigate market volatility with clarity and confidence.
04:47 Current Market Conditions and Economic Data
08:00 Tariff Impacts and Market Reactions
09:40 Understanding the Why and How of Tariffs
19:49 Potential Outcomes and Future Projections
26:19 Diversification Strategies
27:31 Rebalancing Portfolios
28:50 Market Timing and Adjustments
34:48 Client Group Strategies: 10+ Years to Retirement
37:52 Client Group Strategies: 5 Years to Retirement
39:59 Client Group Strategies: 1 Year to Retirement
41:37 Client Group Strategies: Newly Retired
43:11 Client Group Strategies: Comfortably Retired
45:12 Conclusion and Final Thoughts
