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May 3, 2025 48 mins

In this episode of 'Plan Today, Own Tomorrow', the hosts discuss the importance of having a financial plan that can withstand economic volatility. They explore the recent losses of major stocks, the significance of P/E ratios, and the necessity of rebalancing investment portfolios. The conversation also highlights the importance of communication between advisors and clients, tax strategies in a low tax environment, and the impact of inflation on retirees' spending habits. 

If you have any questions about your retirement planning call

Guardian Investment Advisors 800-517-1575 or click here to visit our website.

Planning, Retiring, Saving, 401K, IRA, TSP, 403B, Taxes

See omnystudio.com/listener for privacy information.

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