What’s happening in the markets? What indicators should we look at right now, and what can we expect to see in the coming months?

In today’s episode, Matthew Peck is joined once again by SHP Financial’s Laura Russo to answer these questions in a special podcast edition of our quarterly update.

We’ll explore how AI continues to power large-cap positions, what to expect from the Feds with potential interest rate cuts, and what that means for the bond markets. Matt also shares an important message as we steam full speed ahead into another election and the impact that changes in the government have on the markets. Enjoy!

In this podcast interview, you’ll learn:

• Why we still recommend people own bonds–and why they deserve their place in a diversified portfolio.
• Why indicators show that global economies are continuing to do well despite worldwide political uncertainty.
• How AI spending is expected to transform our economy over the next 5-10 years.
• Why 10 companies are driving 37% of the S&P 500 right now–and why this could be worrisome.
• The dangers of FOMO when it comes to rational investing.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

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Today’s digital world is full of thieves and scammers looking to access your information and use scare tactics to steal your hard-earned money from you and your family. Victims of these fraud scams are often retirees and the elderly, who are so scared that they send thousands and thousands of dollars before realizing what is happening.

To help you protect yourself and loved ones from the seemingly infinite number of cyber criminals out there, we’re chatting with former FBI agent Dave Chaves. Dave investigated some of the biggest scammers in the world, and he remains an expert in his field.

Today, we talk about red flags to watch out for to determine if you’re about to get scammed, what to do if you fall victim to a scam, and how AI is making the scams of tomorrow so much more believable.

In this podcast interview, you’ll learn:

• The common traits of almost all online scammers, including romance and investment scams–and why the IRS will never call you asking for money.
• How the prevalence of Bitcoin and cryptocurrency has made scams so much worse and harder to recover from.
• What you should and shouldn’t do if a scammer reaches out to you.
• Why email phishing scams have gotten so much more effective and why you now need to be very careful with confirmations from UPS, Amazon, and other businesses.
• Steps you can take to improve the security of your most sensitive accounts right now.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

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At SHP Financial, we help our clients with many common or technical questions such as, “What is a required minimum distribution?” or “What’s a Roth conversion?” However, one of the most popular questions we hear is, “How much money do I need to retire?”

It’s a difficult question to answer because the magic number isn’t the same for everyone. There’s so many factors involved like inflation, bear markets and healthcare expenses to name a few, that just thinking about it is stressful and brings out a lot of fear and emotions for many people.

With that in mind, today’s episode is all about the process we go through to figure out those magic numbers. Ultimately, it all boils down to creating a plan and having some honest conversations about what an ideal retirement should look like. With proper guidance, you’ll enjoy the peace of mind that having a plan provides so that you’ll worry about retirement a lot less and perhaps even enjoy the last few years of working a lot more.

In this podcast interview, you’ll learn:

• Why the decision to stop working and retire is as emotional as it is financial.
• The danger of winging your retirement without a plan in place.
• How to determine the cost of your lifestyle and make adjustments after you stop working.
• Why so many clients find work much less stressful once they realize that they can safely retire.
• The important questions to ask to help ensure you get the most out of your retirement.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

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