TEASE BEGINS HERE (NOT DURING SOUND EFFECT)

The conversation covers market update and pre-planning steps for near-term retirees. The market experienced whipsaw action, causing some panic selling by the general public, while institutions bought the dip. Warren Buffett's decision to unload 50% of his Apple stock raised eyebrows. The conversation also delves into the concept of carry trades and the potential risks associated with them. The importance of a financial review, managing debt, and planning for healthcare expenses in retirement is emphasized. The episode concludes with a discussion on Social Security and the remaining steps for pre-retirees. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.

<p>The conversation covers market update and pre-planning steps for near-term retirees. The market experienced whipsaw action, causing some panic selling by the general public, while institutions bought the dip. Warren Buffett's decision to unload 50% of his Apple stock raised eyebrows. The conversation also delves into the concept of carry trades and the potential risks associated with them. The importance of a financial review, managing debt, and planning for healthcare expenses in retirement is emphasized. The episode concludes with a discussion on Social Security and the remaining steps for pre-retirees. Call or text 800-930-5905. Visit <a href="https://mwmfinancial.tax/">MWMFinancial.Tax</a> to learn more.</p>

Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text 800-930-5905.

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