Is rebalancing your portfolio a December tradition, a January jumpstart, or something triggered by a big life event or even the economy? Let’s explore the when, why, and how of rebalancing.

Here’s some of what we discuss in this episode:

• What is rebalancing and why it’s important.
• How life events can trigger a need to rebalance your portfolio.
• What is threshold rebalancing?
• When market conditions can impact rebalancing.

For more, visit us online: http://thefinancialanswer.com

Did you know most Americans retire earlier than planned? This is often due to unexpected health issues, job changes, or financial surprises. These challenges can force people out of work early, leaving them unprepared for decades of retirement.

In this episode, we’ll explore recent research highlighting the importance of planning for early retirement, even if it’s not in your current plans.

Here’s some of what we discuss in this episode:

• Why do Americans retire earlier than planned?
• What is the financial impact of early retirement?
• How can you prepare for an unexpected retirement?
• How can retirees find fulfillment despite financial challenges?

Resources for this episode:

Most Americans Have To Stop Working Earlier Article

https://www.aol.com/planning-retire-65-most-americans-080104599.html

For more, visit us online: http://thefinancialanswer.com

Election season has officially wrapped up, and with the results in, we now have a clearer picture of what the future may hold. In today’s episode, Nathan and Marc dive into several important topics that could be shaped by the new administration. Listen in as they discuss the potential extension of the Tax Cuts and Jobs Act, government spending and tariffs, and how the outcome of presidential elections can influence the market.

Here’s some of what we discuss in this episode:

• The possible extension of the Tax Cuts and Jobs Act
• Taking advantage of Roth conversions during this time
• National deficit concerns and potential solutions
• The market’s reaction to the election

Resources for this episode:

https://www.usatoday.com/story/money/personalfinance/2024/11/17/trump-republican-win-low-tax-economy/76296530007/

For more, visit us online: http://thefinancialanswer.com