Tag: Inflation

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Common Financial Myths and Misconceptions — Part 2 with Jon Kuttin and Aaron Schenkman, RFC® (Ep. 25)

Common Financial Myths and Misconceptions — Part 2 with Jon Kuttin and Aaron Schenkman, RFC® (Ep. 25)

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In a world filled with conflicting advice and sensationalized headlines, it’s crucial to address any misconceptions that might hold you back on your financial journey!

In part two of our mini-series, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, and Aaron Schenkman, RFC®, are back to help you separate financial myths from reality.

Jon and Aaron discuss:

  • Why both spouses should be involved in the financial planning process
  • Every reason to NOT use your investments as your emergency fund
  • What it means to take on healthy debt
  • Understanding stock market risk so you don’t feel it is “too risky”
  • How to plan for retirement despite the uncertainty of inflation
  • And more!

Resources:

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Connect with Jonathan Kuttin:

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How Living Longer Affects Your Portfolio (Ep. 17)

How Living Longer Affects Your Portfolio (Ep. 17)

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Advancements in modern medicine have significantly improved the average life expectancy compared to a few decades ago.

How does this impact retirement planning? What are the resulting implications for your portfolio?

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, talks about longevity risk, why it is highly relevant today, and strategies to plan for the financial uncertainty that comes with living a longer life.

Jon discusses:

  • Opportunities to work longer without having to go back to your full-time job
  • How to account for higher expenses and health care costs (especially in light of current inflation)
  • How investment considerations might change in longer investing time horizons
  • Why liquidity and cash flow are the two most important components of longevity planning
  • And more!

Resources:

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