You’ve spent your entire life working and saving up for your golden years. But making sure you don’t run out of money can be a complex task, and drawing income from what you’ve worked so hard to save is a bit daunting. We get it! You want to enjoy retirement, not just exist in it. That’s why, through the GenWealth Ready to Retire Process, we’ll work together to determine the income required to meet your basic needs each month and the income desired to help you live out your ideal retirement. Then, we’ll build a financial plan that brings together all the intricate details of creating that income, including maximizing Social Security, defending against taxes, and more. But financial independence doesn’t mean going it alone, so we’ll be by your side to walk with you as you apply it to your life and help you make adjustments as needed.
The rise in the stock market and in home values has fueled the economy and consumer spending. How does rising net worth impact YOUR finances? We’re breaking it down in this week’s Fastest Four.
S&P 500 up 20% YTD with 39 all-time highs. Historical data suggests strong Q4, but election may increase volatility. AI and soft landing fuel optimism.
Having important conversations with your family about money doesn’t have to be difficult. Use this guide for
essential discussions about your financial plan.
Curious about how the Federal Reserve’s decision to cut interest rates will affect you? We break it down in this GenWealth Academy blog.
Discover why investors are flocking to defensive stocks in this week’s Fastest 4 Minutes in Finance! Scott Inman breaks down the recent market shift from growth to defensive sectors like consumer staples, utilities, and healthcare. Learn how this rotation might signal economic changes and impact your investment strategy.
533 Days of Yield Curve Inversion: Is a recession looming or do we have a bull market ahead? Find out in this week’s Fastest Four Minutes in Finance!
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A Path through the forest
In unstable financial terrain, John and Scott are bringing clarity about market trends for 2024 and more importantly what it means to you!
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