On the Money: Retiree Concerns and Consolidating Accounts

On this episode of “On the Money,” Paul Ruedi, Ryan Repko, CFP®, and Dr. Fred Giertz discuss retiree concerns, how spending rises with the stock market, and consolidating investment accounts. 

 

(2:22) Will the Fed lower interest rates soon?

(4:01) What are retirees worried about?

(10:38) Are all-time-highs making people concerned?

(14:01) Warren Buffett shareholder letter

(19:29) Spending rises with the stock market

(30:48) Consolidating investment accounts

(41:35) S&P 500 performance during Paul’s decades on radio

(47:25) The shift to passive investment management