What's Your Number?

Behavioral Finance

In this episode of The Absolute Retirement Planning Show, Jackie Selby and Will Gonzalez delve into the intricacies of behavioral finance and its impact on retirement planning. They discuss how human emotions, such as fear and greed, influence financial decisions and the importance of having a well-structured financial plan that accounts for market volatility. The conversation emphasizes the need for active management, diversification, and the role of automation in investment strategies. Additionally, they explore the necessity of contingency planning and address listener questions regarding retirement strategies and tax implications.   Reach out to Will at 877-524-2677 or  https://absolutewealthmanagementllc.com/See omnystudio.com/listener for privacy information.

Behavioral Finance

In this episode of The Absolute Retirement Planning Show, Jackie Selby  and Will Gonzalez delve into the intricacies of behavioral finance and its impact on retirement planning. They discuss how human emotions, biases, and cognitive limitations influence financial decisions, emphasizing the importance of active management and diversification in investment strategies. The conversation also highlights the necessity of having a comprehensive financial plan that accounts for market volatility and unexpected life events. Listeners are encouraged to understand their portfolios and seek professional guidance to navigate their financial futures effectively.   Reach out to Will at 877-524-2677 or  https://absolutewealthmanagementllc.com/See omnystudio.com/listener for privacy information.

Retirement: More Than Just the Numbers

In this episode of the Absolute Retirement Planning Show, , Will Gonzalez, and CPA Osama Abaza discuss the complexities of retirement planning in 2025 amidst geopolitical shifts and market volatility. They emphasize the importance of risk management in investment strategies, the necessity of integrating tax planning with retirement plans, and the potential changes in tax laws that could impact retirees. The conversation highlights actionable insights for listeners to protect their retirement savings and navigate the upcoming tax season effectively. In this episode of the Absolute Retirement Planning Show, the hosts discuss various aspects of retirement planning, including market volatility, tax strategies, legacy planning, and the management of 401(k) funds. They emphasize the importance of having a well-structured retirement plan that allows individuals to enjoy their retirement without the stress of daily market monitoring. The conversation also covers the benefits of annuities and life insurance as tools for legacy planning, as well as the significance of tax efficiency in retirement. Reach out to Will at 877-524-2677 or  https://absolutewealthmanagementllc.com/See omnystudio.com/listener for privacy information.