493: Chaotic Markets: A 4-Point Checklist to Safeguard Your Retirement Savings
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Apr 11, 2025
Feeling uneasy about market turmoil? Discover a four-point checklist to safeguard your retirement savings. Explore how emotional resilience can guide your financial decisions during chaos. Learn about strategic tax management, including tax loss harvesting and Roth conversions, to capitalize on downturns. The impact of quantum computing on market stability is also discussed. Equip yourself with innovative strategies to enhance your investment strategy and ensure financial security in uncertain times.
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volunteer_activism ADVICE
Adjust Your Plan
Feeling stressed about market turmoil?
Revisit your retirement plan and see if it needs adjustments.
insights INSIGHT
Market Randomness
Short-term market fluctuations are random and unpredictable.
Don't try to find patterns or overreact to daily market news.
volunteer_activism ADVICE
Follow a process
Avoid making rash decisions during market downturns.
Follow a process to reduce stress and maintain a long-term perspective.
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Are you feeling uneasy right now? If market turmoil is causing you stress, it’s time to determine if your retirement plan is truly built for the unexpected.
In this episode, we discuss:
How a process can give you greater investment and financial control
How to assess your liquid/safe reserves
Tax and inflation protection opportunities brought by market volatility
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
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