The Importance of Leadership in Personal Growth and Financial Success | What is Holistic Retirement Planning? | Navigating Tax Changes for Retirement | Is the 60-40 Portfolio Making a Comeback?
Retirement Coffee Talk · Charisse Rivers
October 5, 202452m 14s
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Show Notes
On this week's show:
- Charisse chats with Matt Walker of the Maxwell Leadership Foundation.
- The importance of a holistic approach to retirement planning.
- The Trump Tax Cuts expire at the end of 2025. Is your retirement plan ready?
- The 60-40 portfolio is regaining relevance due to the changing interest rates.
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Topics
leadershipmentorshipJohn Maxwellemotional intelligenceentrepreneurshippersonal growthfinancial planningovercoming adversitynetworkingholistic planningretirement planningholistic approachfinancial healthretirement goalsbudget creationhealthcare costssocial networkestate planningregular reviewstax strategiestax cutsfinancial adviceretirement consultationitemizing deductionstax burdentax planningretirement taxes60-40 portfoliointerest ratesbondsstagflationfixed incomeinvestment strategiesrecessionmarket trends