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The first quarter of every year is a great opportunity for us to meet with our clients and discuss things like:

  • Required Minimum Distributions (RMDs)
  • Cash Flow Needs
  • Rebalancing opportunities and overall market outlook
  • Tax opportunities before the deadline
  • Tax opportunities to tee up for the year(s) ahead
  • And overall retirement planning landscape for each of our clients


But this past quarter, we have had some significant volatility relative to what we’ve seen since 2022 when inflation topped out at 9.1%!!


There were some great takeaways I wanted to share in hopes that it will HELP YOU in your journey to plan for and execute a successful retirement…


I hope you enjoy this episode, and make sure to share it with a friend who is “PFR Nation” caliber!  Thank you!


-Kevin



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This is for general education purposes only and should not be considered as tax, legal or investment advice.