REAL MONEY PROS - (01-04-25) - Predictions and Strategies for 2025

Kicking off with a recap of surprising market trends from 2024, including cryptocurrency highs and bond market struggles, Matt and Jeremiah explore what lies ahead for the New Year. Can AI investments by major tech players live up to expectations? How might small and mid-cap stocks outpace the S&P 500? And what role will interest rates play in shaping financial opportunities?  The pros also dive into actionable planning strategies, including Roth conversions and navigating the complexities of qualified account rollovers. They share real-life scenarios, highlighting the costly mistakes that can arise without proper guidance—especially during life changes like spousal inheritances.

<p>REAL MONEY PROS - (01-04-25) - Predictions and Strategies for 2025</p>
<p>Kicking off with a recap of surprising market trends from 2024, including cryptocurrency highs and bond market struggles, Matt and Jeremiah explore what lies ahead for the New Year. Can AI investments by major tech players live up to expectations? How might small and mid-cap stocks outpace the S&amp;P 500? And what role will interest rates play in shaping financial opportunities?&nbsp; The pros also dive into actionable planning strategies, including Roth conversions and navigating the complexities of qualified account rollovers. They share real-life scenarios, highlighting the costly mistakes that can arise without proper guidance&mdash;especially during life changes like spousal inheritances.</p>