Claim OwnershipRetire Wise: Your Road Map to End Dependence
Subscribed: 0Played: 0
Subscribe
© 2025 Retire Wise: Your Road Map to End Dependence
Description
Welcome to Retire Wise: Your Roadmap to End Dependence. Hosted by qualified professionals Tyler Jones, WMCP, and Michael Miller, our show is dedicated to guiding you through the complexities of retirement planning with a focus on tax efficiency, principal preservation, and explore income opportunities with a focus on stability.
Each episode delves into strategies for building a retirement plan that not only helps preserve your hard-earned assets but also helps maximize your financial confidence. From tax-saving tips to exploring diverse options for income planning, Tyler and Michael break down essential concepts and provide actionable advice to help you achieve a confident retirement.
Tune in for insightful discussions, knowledgeable interviews, and practical tips that will empower you to take control of your financial future. Whether you're nearing retirement or planning for it, Retire Wise provides the guidance and resources you need to help build a confident retirement plan.
To learn more, visit www.efteam.us
--------
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 2550514 - 8/24
39 Episodes
Reverse
Markets bounced back strong in Thanksgiving week! The major benchmark indexes (S&P 500, Dow, Nasdaq) are nearly back to October highs as rate cuts return. Is this the start of a “Santa Claus” rally? Learn more at www.efteam.us
Markets took a wild ride last week with rate-cut jitters and tech stock concerns causing volatility. September jobs data added to the uncertainty. Is this a cause for concern or a potential opportunity for investors? Maybe a bit of both. Learn more at www.efteam.us
The 43-day shutdown finally ended last week, but not before costing $90B in lost GDP. Markets hit records, then sold off on Fed rate concerns. Client communication will be key as we navigate ongoing volatility through the end of the year. Learn more at www.efteam.us
Markets hit new records this week before Fed Chair Powell’s comments cooled expectations for December rate cuts. The government shutdown adds another layer of economic uncertainty as we head into November. https://financeinsights.net/8b71IN4zacwnBrKFv5WaQUD0pq5 Learn more at www.efteam.us
Markets hit new records last week despite the government shutdown. Strong earnings are driving confidence, while markets expect another rate cut from the Fed this week as inflation stays sticky. https://financeinsights.net/Ad7DIQnkVurAk2gFZDmWbH7pQZZ Learn more at www.efteam.us
Markets rebounded last week as Trump softened his stance on Chinese tariffs, while the government shutdown enters week 4 with no economic data flow. Earnings are solid, but it feels like markets want to pull back. How are you handling client conversations amid these mixed signals? https://financeinsights.net/Q4A3teBvBtbkv8ETXBnKdcg5QZK Learn more at www.efteam.us
Markets declined on trade tensions and shutdown concerns last week. The Fed minutes suggest more cuts lie ahead, although some officials urged caution ahead of the next decision. https://financeinsights.net/GqBlCNjdqcPAl58FMlLmafVXnY3 Learn more at www.efteam.us
The government shut down last week, but markets didn’t seem to care and hit new highs. The shutdown clouded jobs data, which is crucial as the Fed makes another rate decision later this month. https://financeinsights.net/Ad7DIQ7g4hrAMDqHZD8PQc7Kjpl Learn more at www.efteam.us
Markets are settling into a groove as Q4 begins. Low volatility and upcoming rate cuts could push the S&P 500 to 6,900 or more by year-end. With elevated valuations and sticky inflation, now’s the time for strategic positioning of clients’ portfolios. https://financeinsights.net/rOBlcGv6EcBArjnFQln7wSEq0Gr Learn more at www.efteam.us
The Fed cut rates by 25 basis points last week, moving markets even higher despite recent dismal employment reports. Your clients may be tempted to chase gains, but we think it’s the perfect moment to focus on rebalancing instead. https://financeinsights.net/npMXIVvNEUrNVO1ibGJMjF4XbpP Learn more at www.efteam.us
Markets hit new highs last week, even as a new report showed we created nearly one million fewer jobs than previously thought. The jobs data pretty much cemented a Fed rate cut this week. Now the question is how many more cuts will the Fed do this year — and how far will they cut? https://financeinsights.net/vPBVCxzAWtkQLYbuK7OWXfqg4WD Learn more at www.efteam.us
Powell’s Jackson Hole comments hinted that rate cuts could start in September and gave markets a boost last week. The Dow hit a record high, while the S&P and Nasdaq climbed, too. The path of Fed policy may shape client portfolios into year-end. https://financeinsights.net/Ev4mHZLaWCWZZbpsp77WLFa3nzv Learn more at www.efteam.us
The CPI stayed mostly flat in July, despite concerns about tariffs causing a spike. But PPI rose last month, so are price hikes on the way for consumers? All eyes are on Jackson Hole this week to see what Fed Chair Powell has to say about a September rate cut. https://financeinsights.net/YAgPhY3nwsWjkbrcPzd38h6NA6q Learn more at www.efteam.us
Tariffs are in effect, but markets stayed strong as the potential for a September rate cut grew. Plus, Apple’s massive $600B commitment to making iPhones in the U.S. shows how policy could be reshaping corporate investment strategies. https://financeinsights.net/KkAVuVgr0F0PdjOuQa5AzugOkBZ Learn more at www.efteam.us
Last week was an active one for markets, as the deadline to make tariff deals came and went. A lackluster jobs report has some asking if the Fed has waited too long to cut rates again. Plus, Q2 GDP came in at 3% — but signs of a weakening economy are there. https://financeinsights.net/LVPvt5j1lFBbZWmIzwJAJhjjd4D Learn more at www.efteam.us
Markets keep breaking records! The S&P 500 and Nasdaq hit fresh highs last week as trade deals fuel optimism ahead of the Aug. 1 deal deadline. But the economic picture is mixed, and the Fed’s still cautious on rate cuts as they head into their meeting this week. https://financeinsights.net/Ad7DIQ83XCrVZ11UZANO5h77n5M Learn more at www.efteam.us
There’s uncertainty at the Fed due to Trump-Powell drama, and tariff talks continued. But markets pushed upward to new highs, focusing instead on OK second-quarter earnings and stable inflation. https://financeinsights.net/kLM0tAQdmhWXmzxHkLwJNTBpxOm Learn more at www.efteam.us
Markets are handling the latest tariff news better than they did back in April, holding steady as the current administration pushed the tariff date back again to Aug. 1. How will this impact the Fed’s rate decision and corporate earnings? It could be a while before the dust settles and the picture gets clearer. https://financeinsights.net/vPBVCxvQVIkO4WPIKBaJBiq6e8L Learn more at www.efteam.us
Markets hit new highs last week as Washington finally got its act together. The “Big Beautiful Bill” is now law, removing major uncertainty. Things to keep an eye on this week? Tariff suspensions expire, a possible ceasefire in Gaza and the Fed meeting minutes, which could give us insight about when to expect rate cuts. https://financeinsights.net/0GP7s4nLDU2BgpPixjBeGH6WAD3 Learn more at www.efteam.us
Military strikes on Iran’s nuclear facilities. Trade deal uncertainties. The price of oil. These all drove markets last week in an unexpected way. 2025 has been full of twists and turns – what else lies ahead? https://financeinsights.net/8b71INdPqHwjA8ZfvO1g4hDOELB Learn more at www.efteam.us
Comments
Download from Google Play
Download from App Store
United States