Money Moves & Business TalkThe Intersection of Artificial Intelligence and Retirement Planning
Published Jan 21, 2025, 2:42 PM
Money Moves & Business Talk
Carlos Rasmussen and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and …6 clip(s)
Carlos Rasmussen discusses the potential for a national retirement program in America, exploring its feasibility and implications.57:51
Carlos Rasmussen discusses the potential for a national retirement program in America, exploring its feasibility and implications.56:28
Carlos Rasmussen and Steve Sedahl discuss the implications of tariffs on the economy, particularly focusing on how they affect inflation and retirement planning.57:25
Carlos Rasmussen discusses the limitations of 401k plans as a retirement savings strategy, emphasizing the importance of diversification and alternative investment options.56:53
Carlos Rasmussen explores the parallels between physical health and financial well-being59:30
The Intersection of Artificial Intelligence and Retirement Planning59:30
In this conversation, Steve Sedahl and Carlos Rasmussen explore the intersection of artificial intelligence and retirement planning. They discuss various investment strategies, including target date funds, the classic 60-40 portfolio, ETFs, and annuities. Carlos shares insights from his unique background as a CPA and former IRS agent, emphasizing the importance of personalized financial advice and tax strategies for business owners. The discussion also touches on new trends in retirement planning, including the expansion of 401k auto features and the significance of financial wellness programs. Visit Rasmussen Capital Management to learn more.
