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On the Money: How a Bear Market Impacts Retirement Plans Thumbnail

On the Money: How a Bear Market Impacts Retirement Plans

On this episode of β€œOn the Money,” Paul Ruedi, David Ruedi, Ryan Repko and Dr. Fred Giertz discuss how the current market decline has impacted retirement spending plans.


(1:30) Bear markets for both stocks and bonds

(11:49) Are we in a recession?

(20:35) Investors making irreversible mistakes

(25:51) How are client retirement plans holding up?

(32:59) Using the treasurydirect.gov website to buy I-bonds.

(38:55) Estate planning goals and the impact on retirement spending