Episode 239: How to Navigate Market Sell-Offs and Your Social Security Strategy

Описание: On this episode of the Retirement Matters podcast, we break down the recent market sell-off that unfolded around November 21st. Over the past several weeks, major indexes have experienced notable declines driven largely by the same sectors, particularly artificial intelligence–related companies, that had been leading the market higher earlier in the year.

We also discuss how margin calls can add additional pressure during a downturn and why it’s important for investors, especially those approaching retirement, to maintain a well-balanced strategy aligned with their risk tolerance and long-term goals.

In addition to the market conversation, we shift into an essential retirement topic: choosing the right Social Security strategy. We share how our team can assist you in evaluating your options so you can make an informed decision based on your personal situation.

If you’re unsure how current market conditions or your Social Security choices may affect your retirement plan, our team is here to help you evaluate your situation and understand your next steps. You can reach us at 270-600-PLAN, or visit rdswealth.com to schedule a time to talk.

Schedule a time that works best for you here: https://rdsmotherswealth.com/

Our team is here to help you Retire the Way You Desire™!

Our Channel:    / @rdswealthmanagement  

Always remember to Save Money, Plan Well, and Live Happy in Retirement™

DISCLOSURE: R.D. Smothers Wealth Management is a state-registered investment adviser under the laws of the Commonwealth of Kentucky. Registration as an investment adviser does not imply any level of skill or training. Insurance products and services are offered and sold through RDS Insurance Group. R.D. Smothers Wealth Management and RDS Insurance Group are affiliated but separate entities. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.