2022 EP0409 - Rodney Harris - Secure Act

Learn with Rodney Harris as they discuss why having a financial advisor is crucial to a solid retirement plan and what their philosophies are when providing advice. We hope you enjoy this week's edition of Game Plan For Retirement and make sure to give Rodney Harris a call at (704)782-7233.

Tune in as Rodney Harris describes how and why preparing your legacy plan can provide benefits both for your family when you pass away, but also while you live through retirement. Make sure to tune in and listen to another important edition of Your Game Plan For Retirement.

Tune in this week as Rodney Harris discusses taxes. How they can affect retirement. And casting the opinion of himself and many other advisors on what taxes may be doing in the future. Contact Rodney Harris at (704)782-7233 and visit the website at www.wealthmanagementcarolinas.com.

Rodney Harris is founder of Wealth Management of the Carolinas. On this edition of Your Game Plan For Retirement, Rodney discusses your investments and the current market and economic environment. What should we be doing with our investments and retirement accounts? Rodney specifically addresses the concerns of those in or nearing retirement, a time where market downturns can be particularly impactful on your lifetime financial outlook. Rodney takes a fiduciary approach to setting up investment allocations and generate retirement income for his clients, and discusses that process and the available financial options to accomplish growth and income while reducing volatility on this edition of Your Game Plan For Retirement.

With so much debating in the news media today, how do we sort through it all and find solid financial information and guidance? Rodney Harris is a Series 65 Registered Financial Consultant and discusses questions and confusion in the financial world. Rodney Harris can make sure you have a solid plan for the future. Contact Rodney Harris at (704) 782-7233 to make sure your Game Plan For Retirement has you on the right track.

Listen and learn with Rodney Harris as he explains the realistic expectations he guides you through to maybe make your retirement a little more comforting.

Market #volatility continues through the month of May. The #Fed has reversed course and the market generally does not like change. Since 2008, the Fed has been lowering interest rates and simultaneously buying trillions in mostly US Treasuries. They knew they were taking a risk with simulative policies and putting all this cheap liquidity out into the open market. To put it simply, money (liquidity) has been plentiful and cheap to access. Now the Fed is looking to take out some of the excess stimulus efforts while making accessing money more expensive, and they are doing it pretty quickly.

We understand that market downturns and volatility can make you feel anxious. We welcome your questions and would be happy to talk through your concerns. Please call Rodney Harris with questions, or schedule a complimentary consultation.

Today’s “Sandwich Generation” is faced with difficult complications and challenges in our best efforts to care for loved ones. A cold reality is the care and support we can provide is often about money. From a financial perspective, careful planning is the best thing we can do to support our family, and not place undue burden on our loved ones. Listen as Rodney Harris discusses the steps and approach to caring for our loved ones on this week’s edition of Game Plan For Retirement.