『Final Take on the Election and How it will affect you!』のカバーアート

Final Take on the Election and How it will affect you!

Final Take on the Election and How it will affect you!

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 Join us for Episode 12 of Kin & Capital. Some key topics we discuss are:
  1. Avoiding Emotional Investment Decisions Amanda highlights the dangers of reacting to political headlines. Learn why historical trends should guide your investment choices, not the latest political drama.
  2. Personalized Financial Planning Amanda Hayes-Blocksom introduces the seven-step financial planning process at Aurion Wealth Advisors, underscoring the importance of personalized advice tailored to your unique goals and challenges.
  3. The Growing Number of Retirees With approximately 4.4 million Americans turning 65 each year, retirement planning has never been more crucial. Discover strategies to manage this demographic shift.
  4. Economic Climate and Retirement - Amanda discusses how market trends, oil production, and home price fluctuations impact retirement planning. Stay informed to keep your financial plan resilient.
  5. Diversified Investment Strategies for diversified portfolios, especially amidst market volatility. Move beyond the traditional 60/40 stock and bond mix to better safeguard your future.
  6. Debt, Taxes, and Economic Growth Understanding the interplay between government debt, taxes, and economic policies is crucial. Walter delves into historical tax policy impacts and the limited options for managing national debt.
  7. Key Takeaways on Strategic Economic Planning
  • Balance your financial strategies like balancing diet and physical fitness.
  • Over-relying on political outcomes can lead to poor financial decisions—focus on broader economic factors instead.
8. Personal Financial Management Tips Learn about budgeting, debt management, and investment strategies like Roth IRAs to maintain financial stability regardless of political changes.
9. Choosing the Right Financial Advisor
  • Look for advisors who offer diverse solutions and align with your long-term goals rather than just being fiduciaries.
  • Understand the importance of a comprehensive and adaptable retirement plan.
10. Retirement Income Planning Amanda discusses the importance of a predictable income stream in retirement, utilizing a mix of stocks, bonds, and real estate to ensure financial security.


📞 Need personalized guidance? Reach out to us at 386-846-0658 or visit SecureYourSunshine.com for more information.Stay informed. Stay ahead. 🌟


Remember, the content shared in our podcast is for informational purposes—consult qualified professionals for personal financial decisions.

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