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REAL MONEY PROS - (09-21-24) - Matt and Jeremiah discuss the Federal Reserve's larger-than-expected interest rate cut, which is set to impact various asset classes, benefiting value stocks and small-cap companies while creating refinancing opportunities.
We emphasize the importance of reevaluating investment strategies in light of changing interest rates. With fixed income landscapes shifting, real estate and value stocks may offer more favorable returns.


We also tackle the complexities of 401(k) rollovers, stressing that this decision isn’t one-size-fits-all. Individual circumstances, such as required minimum distributions (RMDs) and ongoing employment, play a significant role in making informed choices.
Lastly, with year-end approaching, proactive tax planning is more critical than ever. We encourage you to consider strategic adjustments, including Roth conversions, to maximize tax efficiency and ensure your financial future is secure.

REAL MONEY PROS - (09-21-24) - Matt and Jeremiah discuss the Federal Reserve's larger-than-expected interest rate cut, which is set to impact various asset classes, benefiting value stocks and small-cap companies while creating refinancing opportunities. We emphasize the importance of reevaluating investment strategies in light of changing interest rates. With fixed income landscapes shifting, real estate and value stocks may offer more favorable returns.
 We also tackle the complexities of 401(k) rollovers, stressing that this decision isn’t one-size-fits-all. Individual circumstances, such as required minimum distributions (RMDs) and ongoing employment, play a significant role in making informed choices. Lastly, with year-end approaching, proactive tax planning is more critical than ever. We encourage you to consider strategic adjustments, including Roth conversions, to maximize tax efficiency and ensure your financial future is secure.

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