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Episode 177: Find your purpose, have patience and follow the PLAN

Episode 177: Find your purpose, have patience and follow the PLAN

The Retirement Matters Show with Dale Smothers · Dale Smothers

June 18, 202432m 34s

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Show Notes

On this episode of The Retirement Matters Podcast, we jump into why the market is doing what it's doing right now! The show was recorded on 14 June 2024 and aired all across audience from the 15th through the 17th. These shows are fairly timely and what's going on at this point in time in the market is a run of artificial intelligent stocks. We compare that to 1998, 1999 and then the .com crash that took place in 2000- we are concerned for a lot of people who are close to retirement having bought into this craze seeing their account hit some all-time high and not really understanding if they should be bowing out now when everything is just getting good. We try our best to talk to a retiree, helping them understand that yes we may give up some opportunity cost, but still you have the ability to lock in some really good gains and not have to worry about the stock market succeeding any farther for you to still be OK.

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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.