Episode 43: Investment Friday - The Wider Effect of High-Yield Bond Markets, the Social Security Conundrum, and the New 529 to Roth IRA Rollover Option

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"! Tune in as we discuss: Why US Treasury Bond yields have been going up How high bond yields could affect the future of stock prices Listener question regarding depleting Social Security funds Why longer life expectancy is creating challenges for Social Security What Social Security could look like in the future generations Policy changes starting in 2024 that will allow some 529 plan assets to be rolled over to Roth IRAs We want your questions! Please send them to [email protected] and we will discuss them in our next episode. You can learn more about Juncture Wealth Strategies here: Website: https://juncturewealth.com/ And connect with Hannah here: X² Wealth Planning Website: https://x2wealthplanning.com/ Instagram: https://www.instagram.com/hannah.chapman.cfp Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/ LinkedIn: https://www.linkedin.com/in/hannahrchapman/ Expansive CEO Website: https://expansiveceo.com/freegift

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Episode 43: Investment Friday - The Wider Effect of High-Yield Bond Markets, the Social Security Conundrum, and the New 529 to Roth IRA Rollover Option

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