Racing to Retirement - Retirement Income Planning Workbook
Will you be filling your days in retirement or will your days be fulfilling in retirement? It's never too early—or late—to take charge of your retirement.
This workbook covers:
Visualizing your retirement by uncovering your goals and dreams for your retirement life.
Building your roadmap by identifying your income sources and retirement expenses, then evaluating the gap you have between the two.
Optimizing your resources by building a cohesive strategy to address every aspect of your retirement, tax, and estate plans.
Markets Show Strength Amid Inflation Shifts and Credit Concerns
As we close in on year-end, markets continue to show strength. The Dow, S&P, and Nasdaq all posted solid gains, while oil declined again. In this week’s Protect Your Assets market update, David Hollander explains what’s driving recent performance, how inflation and interest rates are trending, and what the latest bank and corporate bankruptcies may signal for investors.Â
David also discusses the growing spotlight on private credit, the impact of the Big, Beautiful Bill on corporate spending, and key portfolio adjustments to consider, such as rebalancing, diversification, and maintaining a disciplined investment approach through market shifts.Â
You can send your questions to questions@pyaradio.com for a chance to be answered on air. Â
