Monday Morning Money
Can The Stock Market Predict the Election?

Can The Stock Market Predict the Election?

September 17, 2020

Can the stock market predict the outcome of the election? What about a back-to-back bear market? And, how big was the stock market drop in dollar terms?  

Learn more by visiting:  https://flemingwatson.com/can-stocks-predict-the-election-outcome/

 

September Q&A: How do I Use My Savings to Create Retirement Income?

September Q&A: How do I Use My Savings to Create Retirement Income?

September 6, 2020

This is our September Question and Answer Episode.  

We answer these five questions:

  • I changed jobs two months ago.  What should I do with my old retirement plan?
  • Can I use a trust to protect my Mom's assets if she goes to a nursing home?
  • My employer announced they are now offering the Roth 401k option.  Should I use it?
  • How do I use my savings to create retirement income?
  • Can I make the maximum contribution to both a Roth IRA and the Roth account in the Thrift Savings Plan?

If you'd like to submit a question we can answer on a future show, please visit: https://mondaymorningmoney.com

 

Do You Need $8 Million to Retire?

Do You Need $8 Million to Retire?

August 30, 2020

Do you need $8 Million to retire?  This was the title of a recent article.  We'll take a look and share our thoughts.

visit: https://flemingwatson.com/do-you-need-8-million-to-retire/

More on the 4% Rule: https://flemingwatson.com/the-4-percent-rule/

 

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The 2020 Bear Market is Over!

The 2020 Bear Market is Over!

August 23, 2020

The 2020 Bear Market is over! In this episode: 

  • We'll review what happened.
  • We'll talk about what it means to you
  • We'll talk about the implications of the new high.

To see more, including charts and graphs like this one...

2020 bear market is over

visit:  https://flemingwatson.com/the-2020-bear-market-is-over!/

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Are You Ready for a 20% Cut To Your Social Security Benefits?

Are You Ready for a 20% Cut To Your Social Security Benefits?

August 20, 2020

The Covid-19 pandemic has increased the stress on the Social Security system.  Some experts predict that benefits would have to be cut as soon as 2029.  Are you ready for a 20% cut to your Social Security benefits?  Will it really happen, or is it just clickbait?

 

To see more, visit: https://flemingwatson.com/cut-to-your-social-security-benefits/

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How will the 2020 Presidential Election Impact the Stock Market?

How will the 2020 Presidential Election Impact the Stock Market?

August 9, 2020

How will the 2020 presidential election impact the stock market? That's a big question on the minds of many. Today, we'll dig into some numbers. We'll show you what happened to the stock market in the three months before and after previous presidential elections.

To see more, including some charts and graphs, visit: https://flemingwatson.com/how-will-the-2020-presidential-election-affect-the-stock-market/

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Ask a CFP® Pro: Do I Need Medicare Supplement Insurance?

Ask a CFP® Pro: Do I Need Medicare Supplement Insurance?

August 2, 2020

Today on our show, we offer a simple, low-cost estate planning tip to help you avoid probate.  We talk about the current bear market, and share some expert predictions.  And we answer three questions.  The big one: do I need Medicare supplement insurance?

Show Timeline

  • 0:00 - Intro
  • 0:50 - Estate Planning Tip: Transfer On Death Provisions.
  • 8:12 - Let's talk about stocks
  • 11:16 - Question: Do I need to keep my Medicare supplement insurance policy?
  • 15:49 - Question: What is your opinion of gold and silver as an investment option right now?
  • 19:59 -  Question: Is the stock market today being influenced by the media—especially the liberal left agenda?

Check Out Our Blog Post On This Topic

You can get more information including graphs and charts like the one below at: https://flemingwatson.com/do-i-need-medicare-supplement-insurance/

 

Do I Need Medicare Supplement Insurance

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In Case You Missed it:  I’m 10 Years Away From Retirement, What should I be Doing?

In Case You Missed it: I’m 10 Years Away From Retirement, What should I be Doing?

July 26, 2020

Here is a highlight from our recent Ask a CFP Pro Show, (You can hear the full version here).

Heidi is 10 years away from retirement.  She asks: "What should I be Doing to Prepare, and should I pay off my mortgage before I retire?

If you would like to have your questions answered on an upcoming show, you can send it to us using this link: 

Do you have a question we can answer on a future show?  Ask it here: Click here to ask what's on your mind

Are you ready to retire?  Learn how you can get you free Retirement Snapshot.

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Subscribe where you find your podcasts.

Maintaining Your Spending Level in Retirement

Maintaining Your Spending Level in Retirement

July 19, 2020

Maintaining spending levels in retirement can be a challenge. A recent study showed that nearly half of retirees were forced to reduce their spending because they didn't have adequate resources. What are some of the characteristics of those who were forced to cut their spending? We'll explore that so you can make better decisions about your retirement.

Do you have a question we can answer on a future show?  Ask it here: Click here to ask what's on your mind

Are you ready to retire?  Learn how you can get you free Retirement Snapshot.

Other ways to listen to Monday Morning Money: 

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Halftime! A Wild Start to 2020

Halftime! A Wild Start to 2020

July 12, 2020

The Coronavirus interupted our lives.  It disrupted the economy.  And it had an impact on the investment markets.  Today, we look back at how the major asset classes performed in the first half of the year. 

We also provide an update to our asset allocation quilt.  (For the full size image, visit the link below)

To see more, visit:  https://flemingwatson.com/a-wild-start-to-2020/

Do you have a question we can answer on a future show?  Ask it here: Click here to ask what's on your mind

Are you ready to retire?  Learn how you can get you free Retirement Snapshot.

Other ways to listen to Monday Morning Money: 

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