2.3 • 681 Ratings
🗓️ 20 August 2019
⏱️ 49 minutes
🧾️ Download transcript
An inverted yield curve has often led to a recession. Pure Financial Advisors' Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, discusses the current state of the markets and he helps answer some questions from our 2019 YMYW podcast survey: are structured notes ever a good product? How can you make the most of small retirement contributions? How do you grow a portfolio, when should you rebalance, how should you invest, and what’s a safe withdrawal rate? Transcript, resources & show notes: http://bit.ly/YMYW-235
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0:00.0 | All right, today is the big day. |
0:02.4 | Huge thanks to everybody that filled out the 2019 YMIW podcast survey. |
0:08.0 | And now it's time to actually choose our winner. |
0:10.7 | So, Alan, do you know what this piece of paper is that I hold in my hand? |
0:14.1 | I do not because it's folded over and I can't see it. |
0:16.7 | And you've just walked in and I haven't even talked to you about this. |
0:19.3 | That's correct. |
0:20.1 | I'm clueless. |
0:20.9 | All right. So what I want you to do is choose a number between one and 100. |
0:24.5 | Oh, okay. Let's see. 47. |
0:29.3 | 47. All right. Our winner of the $100 Amazon gift card is Hallmore. |
0:37.4 | So just take a look at that, number 47, and confirm that for me. |
0:41.3 | Number 47? |
0:42.3 | That's, oh, they just have an email address. |
0:45.3 | Paul Morris. |
0:47.3 | There you go. |
0:48.3 | Anyway, that's right. |
0:49.3 | Oh, that's so exciting. |
0:50.3 | And thanks to you guys for listening to the show and thanks for responding to the |
0:54.2 | survey because it really helps us out. Yeah, absolutely. And I'll tell you what, Ellen, |
0:57.7 | the most popular topic that we discuss on this show is tax optimization. Oh, I like that. |
1:03.7 | Keep those comments coming. Yeah, exactly. So if you still have questions, comments, all you have to do |
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