How You Can Prepare Your Finances for a Potential Rate Cut

Roger and Elias discuss what investors should consider ahead of a potential interest rate cut from the Federal Reserve. Plus they talk about how your identity changes in retirement and what retirees can do to plan for a lifestyle shift.

Take control of your financial future: https://www.btwealthshow.com/start-planning

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  

The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for  any individual. To determine which investments may be appropriate for  you, consult with your attorney, accountant, and financial or tax advisor prior to investing.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional. 

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.  There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies.  All investing involves risk including possible loss of principal.

Information Sources

Hartford Funds Developed in collaboration with Dr. Nancy Schlossberg, EdD, Professor Emerita, University of Maryland “The Freedom Paradox” (2024). 

Stryker, S., & Burke, P. J. “The past, present and future of identity theory.” Social Psychology Quarterly (2000).

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