The 2022 Retirement Plan (Ep.10)

Our approach to saving for retirement and investing our money differs from the past. In this episode, Robert Curtiss dives into retirement and social security, revealing how current events impact where investments lie and individual priorities when it comes to savings.  Robert unveils the different types of retirement accounts, the ways each is influenced by the money we put in, and the importance of working alongside a support team that will help build an optimal retirement plan. Rob discusses: How the current turmoil and geopolitical upheaval influences the market Reasons why investments are shifting towards defense stocks The importance of balancing retirement funds with tax planning How inflation impacts social security and investment planning for retirement And more! Resources: Educational videos (bottom of the page) Connect with Robert Curtiss: [email protected] (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA