• The Upcoming Maturity Tsunami

  • Sep 30 2024
  • Length: 40 mins
  • Podcast

The Upcoming Maturity Tsunami

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  • Summary

  • 🎙️💡 In this episode of Dollars & Sense, Joel delves into the concept of reinvestment risk with CDs ahead of the "maturity tsunami" over the next year. 🌊💰 He also sheds light on how potential changes in tax policies under the next president could add further complexity to our tax system. 🏛️💸 Additionally, Joel shares three practical steps to help you catch up if you feel behind in your retirement planning, providing a roadmap to secure your financial future. 🛤️🌟 #FinancialPlanning #TaxPolicy #RetirementPreparedness #ExpertAdvice #DollarsAndSense
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.