On the Money: 2023 and the State of Retirement Plans

On this episode of "On the Money," Paul Ruedi, David Ruedi, CFP®, Ryan Repko, CFP®, and Dr. Fred Giertz discuss the major financial headlines from 2023, the impact of multiple years when the stock market doesn’t increase, and how higher interest rates impact retirement planning decisions.

(1:58) Inflation cools; bond yields fall

(15:13) Looking back on the headlines from 2023

(18:30) How are financial plans holding up?

(28:00) “Locking in” your spending with fixed income

(34:50) How age impacts how people respond to market declines

(46:30) Constantly monitoring financial plans