Markets crash. Taxes shift. Congress waffles on Social Security. You can’t control any of that. And stressing over it won’t help. What will? Focusing on the four things that actually move the needle in retirement.
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Disclaimer: PFG Private Wealth Management, LLC is an SEC Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. The topics and information discussed during this podcast are not intended to provide tax or legal advice. Investments involve risk, and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed on this podcast. Past performance is not indicative of future performance. Insurance products and services are offered and sold through individually licensed and appointed insurance agents.
Marc:
Market crashes, taxes shift, Congress waffles on Social Security, you can't control any of that, and stressing about it will not help. So, let's talk about the things this week that we can control in our retirement.
Welcome into the podcast, everybody. This is Retirement Planning - Redefined with John and Nick from PFG Private Wealth, and guys, we're going to talk about a couple of examples of stuff we can control in our retirement world, because there's a whole lot of stuff we can't control, right? So, let's have a chat about some of that this week. What's going on, John? How you doing, my friend?
John:
Doing good. I'm doing good. How are you?
Marc:
I'm hanging in there. We were just chatting before we jumped on here about the AI getting crazy. We can't control that either, so we got to factor that in, right?
John:
No, no. I think [inaudible 00:00:50] right now.
Marc:
Yeah, we got to factor that in when we're looking up information and things of that nature, so that's another piece we can't control, so be careful out there with that. Nick, what's going on, my friend? How you doing?
Nick:
Good, good. Staying busy. The heat is on here.
Marc:
The heat is on. That's right.
Nick:
Yeah, we are inching our way into summer.
Marc:
Yeah, well, it's that time of the year. It's hot and rainy on a regular basis, but let's get into this conversation this week here. I got a couple items I want to run through. Like I said in the teaser, you can't control what happens in the market, guys, right? Look what happened earlier this year. We knew the tariff thing was going to start. Took a bit of a beating for a while, then it started to rebound pretty well, but you can control how you're positioned, right? That's obvious, but people forget that. When they see the market taking that dive, they panic, "Oh, my gosh, it's going down. The S&P is down 12%, that means I'm 12%." Well, no, John, not really. Not if you're not 100% exposed to the market risk, right? That's the point.
John:
Yeah, that is. This is actually perfect timing for what's been going on this year.
Marc:
Exactly.
John:
We're doing some of these reviews, and we really kind of pride ourselves on making sure people are invested in the right asset allocation per their goals and their plan and their risk tolerance. So, when people put on the news, it seems like doom and gloom, and we're doing some of these reviews and it's like, "Oh, ok
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