Portfolio Moves in Light of Recession Fears
Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
English - May 25, 2023 09:01 - 26 minutes - 24.4 MB - ★★★★★ - 22 ratingsInvesting Business Careers Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Social Security’s Uncertain Future & Impacts On Your Retirement
Next Episode: Your Wealth, Your Retirement – How Can You Do It Better?
Is the U.S. economy heading toward a recession? This question is seemingly perennial but has undoubtedly been a hot topic in the last year. Listen as Tyler Emrick, CFP®, CFA® talks you through what the data shows on how investment markets have performed in past recessions and whether being able to time recessions is likely to help your portfolio.
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Here are some of the assumptions we will discuss in this episode:
So many factors that cause people to worry about a recession. (4:03)
Should you make portfolio changes or should you go to cash? (7:43)
Why trying to time the market is even more difficult around a recession. (12:53)
How the Retire Smarter Solution™ plays into building a portfolio. (17:08)
How to approach a recession if you’re worried about your finances. (20:09)
Learn more about the Retire Smarter Solution™: https://www.truewealthdesign.com/ep-45-retire-smarter-solution/