153 - What Planning Points Should You Consider During a Recession?

An episode of the Real Personal Finance podcast, hosted by Scott Frank and James Conole, titled "153 - What Planning Points Should You Consider During a Recession?" was published on May 25, 2022 and runs 20 minutes.

May 25, 2022 ·20m · Real Personal Finance

0:00 / 0:00

Summary

Scott and James discuss what planning points to consider during a recession. Planning Points Discussed Utilizing Time Efficiently Capital Appreciation Purchasing Power Other issues (IRAs, Inflation, Financial Goals, etc.) Timestamps: 1:10 - What Can We Control 3:25 - Cash Flow 8:12 - Unemployment 10:13 - How To Withdraw in Retirement 14:42 - Roth Conversion 16:51 - Loss Carryover 19:33 - Aligning Your Financial Goals LET'S CONNECT! James Facebook LinkedIn Website Scot...

Episode Description

Scott and James discuss what planning points to consider during a recession.

Planning Points Discussed

Utilizing Time Efficiently
Capital Appreciation
Purchasing Power
Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

1:10 - What Can We Control

3:25 - Cash Flow

8:12 - Unemployment

10:13 - How To Withdraw in Retirement

14:42 - Roth Conversion

16:51 - Loss Carryover

19:33 - Aligning Your Financial Goals

LET'S CONNECT!

James

Facebook LinkedIn Website

Scott

Facebook Twitter Website

ENJOY THE SHOW?

Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.

Leave us a review on iTunes.

Have a money question you want us to answer? Submit one here

Share this episode

Similar Episodes

LIVE at Harvey Nichols with Anna Murphy, Fashion Director at The Times

Apr 9, 2026 ·46m

The White House Wants to Give You $1,000 for Retirement

Apr 2, 2026 ·11m

Tax Mistakes New Retirees Make

Mar 19, 2026 ·15m

KUTCHINSKY'S EGG - THE REAL LIFE EGG HUNT FOR A GIANT JEWEL TO RIVAL FABERGÉ

Mar 12, 2026 ·63m

Don't Get Scammed: 2025 Data Is Shocking

Feb 26, 2026 ·24m

VALENTINE'S BONUS: LOVE JEWELS WITH CECE

Feb 14, 2026 ·38m

Similar Podcasts

The Nick Cup Audio Experience Nick Cup Real Talks about Entrepreneurship. Business. Personal Finance. Fitness. and Life. Nothing Funny About Money (Shorts) Nothing Funny About Money Nothing Funny About Money puts a lighthearted spin on a sometimes scary subject: money! The show make personal finance fun, simple, and practical. Each month, it tackles a topic with discussion, skits, guest interviews, and real life tips. Hosts Dr. Matt J. Goren, CFP and Dr. Michael G. Thomas, Jr., AFC are experienced financial educators and advisors who focus on money issues for middle and lower-income people. This feed is just for short clips and bloopers. You can find full episodes at nothingfunnyaboutmoney.org or wherever you get your podcasts. The Financial Answer with Nathan O’Bryant Nathan O’ Bryant The Financial Answer is hosted by Nathan O’ Bryant, founder of O’Bryant & Associates, Inc., an investment advisory firm registered in Tennessee and Arkansas. Drawing on over 20 years of experience in financial planning, Nathan shares insights on a wide range of topics including retirement income strategies, tax planning, market trends, Social Security, portfolio management, and more. The show explores the real questions people face when planning for their financial future, offering clear explanations and thoughtful discussion to help listeners make informed decisions. No topic is off limits as Nathan breaks down both timely developments and foundational principles of personal finance. Real Estate Nomad Paulo Frencillo “Creating passive income through real estate investing to Live your Best Live” With 15 years experience in the Canadian finance industry, Paulo shares his personal and professional journey on this Podcast. From being a financial advisor at Canada’s major banks, a senior underwriter for an alternative lender, to his current role as a mortgage agent, he will give you the financial perspective of real estate investing. As a seasoned real estate investor, he helps Canadians navigate the ‘ins and outs’ of the market. Paulo encourages people to build passive income so they can ‘Live their Best Life’. As he is an avid traveler, he promotes the travel lifestyle and learning about different cultures.

URL copied to clipboard!