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Market Trends and Investment Risks for Those near Retirement
Episode 108

Market Trends and Investment Risks for Those near Retirement

Elevate Your Wealth with Mark Stimpson and Casey Elkins · Mark Stimpson, Casey Elkins

July 26, 202549m 5s

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Show Notes

In this episode of Elevate Your Wealth, hosts Casey Elkins and Mark Stimpson discuss the implications of federal and state estate taxes, particularly in Washington. They explore the current market trends, focusing on the NASDAQ's performance and the potential risks associated with high investment volatility. The conversation shifts to the importance of reliable income in retirement, emphasizing the need for a solid financial plan. They also address common estate planning concerns, especially regarding family dynamics and inheritance. Finally, the hosts tackle the topic of cryptocurrency and its place in retirement portfolios, providing insights and recommendations for listeners

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Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

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