Episode 47: Retiring Soon? Strategies for Retirement in 2025!
On this week’s episode, Jay Peroni, CFP® unpacks some important factors that could influence the markets and economy in 2025. Then Jay tackles what positive developments could lead to a great year for investors in the year ahead and what challenges could sink stocks in 2025. Then Jay highlights a recent report showing many Baby Boomers plan to retire in 2025 and 2026. How can you be better prepared before you retire? Then Jay shows 6 key risks that retirees face and how to fight these challenges. Then later in the show, Jay talks about many of the mistakes investors make when selecting a financial advisor. What are some key considerations to make sure you are getting wise counsel. Then Jay looks at a recent study estimating that retirees lose $110,000 per household in potential income by making the wrong social security selection. How can you maximize your social security income? Tune in to this important episode to make sure you’re prepared for retirement!
In this week’s episode, Jay Peroni, CFP® covers the biggest financial headlines of 2024. How did these impact the markets and what’s in store for 2025? Then Jay highlights some of the biggest surprises over the past year along with some of the disappointments that Americans faced in 2024.
In this week’s episode, Jay Peroni, CFP® unpacks some of the upcoming Trump initiatives for 2024. He highlights 4 areas to watch in 2025. Then Jay highlights some key financial considerations for those who have either left a job or retirement.