Home
FAQs
Pricing
Blog
Home
FAQs
Pricing
Blog
Episode description
11/27/24: Leveling the S&P 500
THE TRUTH ABOUT YOUR FUTURE with Ric Edelman
Nov 27, 2024
•
12 min
•
Ep 520
•
Transcript available on
Metacast
--:--
--:--
10
30
Listen in podcast apps:
Metacast
Spotify
Youtube
RSS
Episode description
To achieve true diversification and reduce market concentration risks, Ric discusses alternative strategies beyond traditional S&P 500 index funds. Equal-weighted ETFs like Invesco's RSP and mid-cap growth funds like OEGAX provide more balanced exposure and potential growth opportunities by focusing on smaller and mid-sized companies. And retirees receiving Social Security benefits may find that earning extra income may result in additional taxes that actually offset their extra earnings. Ric suggests strategies to avoid the trap and recommends talking with a tax advisor. #InvestingStrategy #Diversification #ETFs #FinancialPlanning #S&P500 #EqualWeightETF #MidCapGrowth #MarketConcentration #WealthBuilding #LongTermInvesting #RetirementPlanning #TaxStrategy #SocialSecurity #TaxTorpedo #RothIRA #FinancialAdvising #IncomePlanning #MedicareCosts #ProvisionalIncome #TaxImplications ----- Join our mailing list:
https://www.thetayf.com/pages/podcast
Subscribe to podcast updates:
https://form.jotform.com/223614751580152
Ask Ric:
https://www.thetayf.com/pages/ask-ric
----- Links from today’s show: Invesco S&P 500 Equal Weight ETF (RSP)
https://www.invesco.com/us/en/etf/sp-500-equal-weight-rsp.html
Invesco Discovery Mid Cap Growth Fund ETF (OEGAX)
https://www.invesco.com/us/financial-products/mutual-funds/product-detail?audienceType=Advisor&productId=FUND-31730
Invesco website:
Invesco.com
12/9 Webinar - What the Election Results Mean for Crypto:
https://dacfp.com/events/what-the-election-results-mean-for-crypto
12/10 Webinar - The Retirement Revolution: ETF Solutions for Modern Retirement Planning:
https://www.thetayf.com/pages/the-retirement-revolution-etf-solutions-for-modern-retirement-planning
2/24-2/26 Wealth Management Convergence-2025
https://www.thetayf.com/pages/convergence-2025
11/13 Webinar Replay - An Innovative Way to Generate Income in a World of Declining Rates:
https://www.thetayf.com/pages/november-13-2024-an-innovative-way-to-generate-income
10/9 Webinar Replay - Crypto for RIAs: Yield, Staking, Lending and Custody. What’s beyond the ETFs?
https://dacfp.com/events/crypto-for-rias-yield-staking-lending-and-custody-whats-beyond-the-etfs/
Certified in Blockchain and Digital Assets including Crypto Taxation Course/Webinar:
https://dacfp.com/certification/
----- Follow Ric on social media: Facebook:
https://www.facebook.com/RicEdelman
Instagram:
https://www.instagram.com/ric_edelman/
LinkedIn:
https://www.linkedin.com/in/ricedelman/
X:
https://twitter.com/ricedelman
YouTube:
https://www.youtube.com/@RicEdelman
----- Brought to you by: Invesco QQQ:
https://www.invesco.com/qqq-etf/en/home.html
State Street Global Advisors:
https://www.ssga.com/us/en/intermediary/etfs/capabilities/spdr-core-equity-etfs/spy-sp-500/cornerstones
Schwab:
https://www.schwab.com/
TAYF Disclosure page:
https://www.thetayf.com/pages/sponsorship-disclosure-fee
11/27/24: Leveling the S&P 500 | THE TRUTH ABOUT YOUR FUTURE with Ric Edelman podcast - Listen or read transcript on Metacast
