On the Money: Elections and the Stock Market

On this episode of "On the Money," Paul Ruedi, David Ruedi, CFP®, Ryan Repko, CFP®, and Dr. Fred Giertz explain why you should not let your political views impact your investment portfolio.

 

(3:20) 5 trillion in potential tax increases

(6:02) Taxing unrealized capital gains

(8:53) Stock market returns under different presidents and election years

(19:30) Listener question: What were the financial differences between Trump’s early time in office and Biden’s last four years?

(24:58) What is a soft landing?

(30:23) Estate tax

(35:39) Is Illinois tax-friendly to retirees?

(39:37) Retirees are flourishing

(49:07) Pricing all spending decisions in terms of how long it will delay financial independence