How Does An Election Impact My Retirement?

In this episode of Wealth Wise Women, Wes Cuprill dives into the impact elections can have on your retirement plans. Discover how past elections have affected the market, common misconceptions around political shifts, and key strategies for keeping your retirement on track regardless of who’s in office.

Key Points:

1. Historical Market Trends
   • How past elections influenced markets and what retirees can learn from these trends.
2. Avoiding Emotional Reactions
   • Why it's crucial not to let election outcomes drive hasty investment decisions.
3. Investment Strategy
   • Should you adjust your portfolio or stay the course post-election?
4. Policy Changes
   • Potential shifts in taxes, healthcare, and Social Security, and how to plan for them.

Takeaways:

• Stay calm and focus on long-term goals.
• Consult a financial advisor if you’re unsure about the election's impact on your retirement plan.

If you’re concerned about how political shifts affect your retirement, reach out to Wes and the team at Money and Clarity for personalized advice. Listen now to learn how to stay confident in your retirement plan!
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Links mentioned in the episode: https://tfowealth.com/markets-and-elections-part-4-markets-have-rewarded-long-term-investors-regardless-of-who-is-president/

https://advisor.morganstanley.com/the-ernie-garcia-group/documents/field/e/er/ernie-garcia-group/S&P%20500%20in%20Presidential%20Election%20years.pdf

Coffee with Cuprill Episode: https://www.youtube.com/watch?v=vwa8FcG1_bE&t=341s

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