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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.

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.

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.

The current and going problems in our society and how are they going to affect the market is crucial. Listen and learn how Rodney Harris is going to guide you through these endeavors and avoid some of these issues in the future. Contact Rodney Harris at (704)782-7233.

Changing Retirement Rules (Again)

A market is a fantastic tool if used for the right reasons and when we have reasonable expectations. There will be downturns in the market. There have been many over history and there will certainly be more to come. How, when, and to what extent we use the market needs to be an informed decision guided by an informed, educational process. Listen this week as Rodney Harris goes through market volatility and taxes.

Find Rodney Harris & Wealth Management of the Carolinas online & on social media. www.WealthManagementCarolinas.com Facebook: @wealthmanagementcarolinas - https://www.facebook.com/wealthmanage... Twitter: @WealthCarolinas - https://twitter.com/WealthCarolinas LinkedIn: https://www.linkedin.com/in/rodney-ha... J.W. Rodney Harris and LuAnn Barnes are Investment Advisor Representatives with Investment Advisory Services offered through Brookstone Capital Management, LLC, an SEC Registered lnvestment Advisor. Mitchell H. Beatty and P. Keith Riley are licensed insurance professionals. Chase Clontz is a licensed Property & Casualty insurance professional.  Wealth Management of the Carolinas and Brookstone Capital Management, LLC are not affiliated. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Index or fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees, and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims-paying ability of the issuer.

Find Rodney Harris & Wealth Management of the Carolinas online & on social media. www.WealthManagementCarolinas.com Facebook: @wealthmanagementcarolinas - https://www.facebook.com/wealthmanagementcarolinas Twitter: @WealthCarolinas - https://twitter.com/WealthCarolinas LinkedIn: https://www.linkedin.com/in/rodney-harris-b00096212/ J.W. Rodney Harris and LuAnn Barnes are Investment Advisor Representatives with Investment Advisory Services offered through Brookstone Capital Management, LLC, an SEC Registered lnvestment Advisor. Mitchell H. Beatty and P. Keith Riley are licensed insurance professionals. Chase Clontz is a licensed Property & Casualty insurance professional.  Wealth Management of the Carolinas and Brookstone Capital Management, LLC are not affiliated. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Index or fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees, and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims-paying ability of the issuer.

On the day you retire, you have hopefully built a sizeable amount of assets but, that does not always give us confidence in our ability to spend and enjoy life through retirement. One of the most common mistakes is not having the confidence to spend and it comes from not having a key part of the financial plan in place. Listen as Rodney Harris explains how he helps his clients address this retirement fear.

How do we know if we are taking too much risk? To have these and many more questions answered just contact Rodney Harris (704) 782 7233.

We are getting ready to wrap up the year here at Wealth Management Of The Carolinas and on this week's episode we circle back and talk about you and your financial progress. If you ever want to revisit our discussions, submit any questions, or want to talk about steps to take into 2022 or beyond, please do not hesitate to reach out at (704)782-7233 or visit us online at WealthManagmentCarolinas.com. Merry Christmas & wishes for a safe, healthy, and prosperous New Year for you and your family.

"America's Leading IRA Expert" (as named by the Wall St. Journal, CPA Ed Slott joins Rodney Harris on Game Plan For Retirement to discuss the importance of and specific strategies for End of Year Planning. Keep more of your retirement savings!

Listen as Rodney Harris helps to identify some year-end planning strategies to get you on the best financial path for a confident 2022 and enjoyable retirement!

Happy Thanksgiving from the team at Wealthmanagementofthecarolinas.

For our Halloween weekend edition of the program, we are discussing some potentially scary financial topics and current events. As always, if you have questions or want to address any of the issues discussed, or your own planning concerns, contact Rodney Harris and the team at (704)782-7233 Ext 3 

The ups & downs in the market present challenges and emotional reactions at any point in our financial lifespan but, particularly when income is on the line. How does market volatility impact the income we generate now and into the future? Please always remember Rodney Harris offers a free 1-hour complimentary review where he will answer this question and many more. Don’t delay the schedule today. Lots of great information on the show, so follow the link to check out this riveting episode.