Joe Murphy explores the historical impact of financial crises, including the Great Depression and the Great Recession, and discusses the lessons learned for retirement planning. They delve into the Social Security crisis and its implications for the future, as well as the wealth strategies of Jacob Fugger, a historical figure known for his financial acumen. The conversation emphasizes the importance of understanding risk, diversification, and modern investment strategies like the MWM Defender Portfolio. In this conversation, Joe and Steve discuss the current state of financial markets, emphasizing the importance of client relationships and the need for tactical strategies in uncertain times. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.