The Financial Translator

#24 – SECURE Act 2.0 Highlights

This episode highlights key provisions of SECURE Act 2.0 impacting retirement plans

#23 - Market Update 12/31/2022

This episode provides a market update through Dec 31 2022 – Happy New Year!

#22 - Father Forgets

Here is my traditional Holiday post.  The energy and excitement of youth is especially noticeable this time of year.  Soak it in – but also remember to recognize and encourage this energy year-round… but without “measuring you by the yardstick of my own years.”
Happy Holidays!

#21 – Market Update 11/30/2022

This episode provides a market update through Nov 30 2022 – US $ and rates were down.

#20 - FTX Bankruptcy – What you should know

My topic today covers the recent FTX bankruptcy, the major players and issues, and what it means for crypto moving forward

#19 – Market Update 10/31/2022

My topic today covers the market update through Oct 31 2022 – plus the new I Bond rate.

#18 – Social Security Inflation Adjustment for 2023 – 8.7%

My topic today covers the 2023 SS inflation adjustment – a silver lining in this cloudy inflationary environment.

#17 – Market Update August 31 2022

My topic today is an overview of the markets through 9/30/2022.  Also check out the graphs on my blog.

#16 – Fall Benefits Enrollment – Take a Closer Look

My topic today covers annual benefits enrollment.  Don’t just default to last year’s choices.

#15 – Market Update August 31 2022

My topic today is an overview of the markets through 8/31/2022.  Also check out the graphs on my blog.