Own Your Retirement

2022 year-end financial planning ...

We help people plan for 10, 15, 20 years into their retirement.

But there are time sensitive things that must happen at a certain time of year.

On our latest podcast episode titled, "What Should I Consider When Doing My Year-End Planning?" I bring you my top six end of year considerations as we bring 2022 to a close.

Watch our newest 1-minute video trailer from episode 24 of The Retirement Equals Freedom Podcast below. Then when it's finished playing ...
.. Find The Retirement Equals Freedom Podcast in your favorite podcast app, including Spotify, and be sure to subscribe! For a deep dive into episode 24, including show notes, quotes, key talking points, and randomness from Dave, visit the URL shown near the bottom of the video. We'll see you there!

"The problem with bonds is that they operate in what we call an inverse relationship to interest rates. So as interest rates fall, bond prices rise. We’re losing some of the downside protection and we also still have ultra, ultra-low interest rates."

The Retirement Equals Freedom Podcast is a biweekly (every other week) show that helps retirees, and soon to be retirees, with the mindset change needed to thrive in retirement.

Watch our newest 1-minute video trailer from episode 23 of The Retirement Equals Freedom Podcast below. Then when it's finished playing ...
.. Find The Retirement Equals Freedom Podcast in your favorite podcast app, including Spotify, and be sure to subscribe! For a deep dive into episode 23, including show notes, quotes, key talking points, and randomness from Dave Schmidt, visit the URL shown near the bottom of the video. We'll see you there!