153 - What Planning Points Should You Consider During a Recession?
May 25, 2022•21 min
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Episode description
Scott and James discuss what planning points to consider during a recession.
Planning Points Discussed
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:10 - What Can We Control
3:25 - Cash Flow
8:12 - Unemployment
10:13 - How To Withdraw in Retirement
14:42 - Roth Conversion
16:51 - Loss Carryover
19:33 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
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