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In this episode of Retiring Today with Loren Merkle, Retirement Planner Clint Huntrods and Loren Merkle are talking about the impact of the presidential election on your retirement, including:
- An interesting historical perspective that can help you understand what to expect in an election year.
- The story of a real couple and the changes they made to decrease the impact of market volatility on their retirement savings
- A discussion on the parties – Republican and Democrat – and how which is in power impacts the markets
- What can do to take control before the next election impacts your retirement savings.
Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
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Clint Huntrods, PhD, Retirement Planner
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Molly Nelson, Host of Retiring Today
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Chapter
00:00 Impact of election on personal investment portfolios.
04:57 Using predictive analytics to manage investment volatility.
06:34 Diversified investment strategy for long-term growth.
10:32 Recognize portfolio risk and take action now.
14:54 Debate over Social Security rules and future.
17:29 Social Security options can boost lifetime income.
22:06 Market performance independent of political factors.
24:36 S&P dropped, families reassured, financial plans discussed.
27:32 Plan your retirement with a quick call.
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This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.
