EP 46: Financial Safety & Strategy w Matt Sommer

In this episode of 'Roadmap to Retirement', I am joined by Matt Sommer from Janus Henderson Investors. We delve into protecting investors from sophisticated financial scams using AI and examples like the 'grandparent scam'. We cover the psychology of investing, referencing Daniel Kahneman's book 'Thinking Fast and Slow', and the role of financial advisors in helping clients navigate emotional decision-making. Matt also touches upon the implications of the 2017 Tax Cuts and Jobs Act set to expire in 2025, and recent changes in Social Security rules. Thanks for listening and come back next week for another new episode!