3 Lessons Learned in 2022 So Far | You’re Near or In Retirement
Update: 2022-10-13
Description
00:45 - Intro
01:45 - Observation 1: Inflation hurts retirees more
2:20 – Sidetrack: What is Inflation?
05:30 - What can we learn: Find your own “Personal Inflation Rate”
08:31 - Observation 2: Social Security COLA adjustment isn’t as advertised
10:45 - What can we learn: How to figure out what your NET Social Security COLA really is
13:52 - Observation 3: The biggest risk for retirees is happening to people for the first time in a long time
17:00 - What can we learn: Strategies to protect against this risk
Ryan Hitchcock
Financial Planner
High Point Capital Group
Direct: 414-253-4611
rhitch@hpcg.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
01:45 - Observation 1: Inflation hurts retirees more
2:20 – Sidetrack: What is Inflation?
05:30 - What can we learn: Find your own “Personal Inflation Rate”
08:31 - Observation 2: Social Security COLA adjustment isn’t as advertised
10:45 - What can we learn: How to figure out what your NET Social Security COLA really is
13:52 - Observation 3: The biggest risk for retirees is happening to people for the first time in a long time
17:00 - What can we learn: Strategies to protect against this risk
Ryan Hitchcock
Financial Planner
High Point Capital Group
Direct: 414-253-4611
rhitch@hpcg.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
