Yield Inversions, Recession Worries, RMD Timing, and More!

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

Financialplanning, Retirement, Money, Taxplanning, Stocks, Wealth, Business, Investing, Retirementplanning

2.4 • 606 Ratings

🗓️ 20 August 2019

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The economy has some of you worried right now, and for good reason.

The interest rate environment is different from years’ past, the Dow Jones lost 800 points recently, and the yield curve inverted last week.

So, what does all of this mean for you and your investments?

And should you be concerned about a recession?

Today, we’ll tackle questions from our listeners to determine if your financial plan has the components to keep you on the right track during difficult times.

Join us today as we discuss:

Recent market volatility
The yield curve inversion
Right time of year to take required minimum distributions
If buying extra insurance through your employer makes sense

Show Notes & Links: www.youstaywealthy.com/51

DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.

Transcript

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0:00.0	The interest rate environment today, as you guys all know, is very, very different than it was 20 or even 10 years ago.
0:07.7	So it's really challenging and probably not smart to use this historical data and previous yield curve inversions to try and predict a future outcome.
0:21.7	Welcome to the Stay Walthy podcast.
0:23.8	I'm your host, Taylor Schulte, and today I'm going to be answering three really awesome
0:28.0	questions from you guys, the listeners.
0:30.6	But before we do that, I actually want to thank three of you, Scott, Brandon, and
0:34.5	Nitton, for taking me up on the free investment consultations that I offered
0:38.6	a few episodes back. We completed the portfolio analysis. We had our one hour consultation phone calls.
0:44.8	We had a great conversation and it was extremely rewarding for myself and I know they valued the
0:50.6	time as well. So I thank you guys for your support and your trust. And I look
0:55.4	forward to offering these again soon. So stay tuned. Okay. So today I have three questions from you
1:02.4	guys that I just thought were too good not to share with the rest of the audience, especially
1:07.0	given what the markets are doing lately. We're going to be talking about the recent volatility, the yield curve inversion,
1:15.0	the right time during the year to take your RMDs, and then finally, if buying extra
1:19.9	insurance through your employer makes sense.
1:23.0	For all the links and resources mentioned in this episode, visit you staywealthy.com forward slash 51.
1:34.3	Okay, so Joanne B out in New Jersey. Hey, Joanne. Joanne wrote an email to me recently,
1:40.6	and she said this. She said, the recent market volatility has me spooked again. Do you think
1:47.1	a real recession is around the corner or is this just a short term pullback? Also, I read something
1:53.9	in the news about a change in the yield curve and I was wondering what that is and how that was
1:59.9	impacting everything. So really,
2:03.0	really good questions here. Obviously, really timely given everything that's going on. I don't
	...

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