On the Money: How a Bear Market Impacts Retirement Plans

On this episode of “On 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