Looking Back

We look for lessons from the last 100 years:

• 5:10 Stock Market Trends and Historical Returns

• 9:47 Preparing for Future Market Downturns

• 12:57 Navigating Social Security Benefits

• 19:31 Buying a New Car: Cash vs. Financing

• 19:46 The Confusion of Financial Information

• 23:12 Social Security Planning and Inflation

• 24:27 Understanding Required Minimum Distributions

• 29:13 Strategies for Risk Management in Retirement

• 32:09 Roth Conversions and Tax Planning