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The Financial Breakaway Podcast is your guide to breaking free from the confusion of the financial world and unlocking your path to a more confident retirement plan. Join me as I look to empower mid-career to retirement-aged individuals, just like you, through engaging conversations about what retirement means to you and then how to build a retirement plan that fits. While crucial topics like investing strategies, tax planning, withdrawal strategies, and social security will be discussed, I believe that your personal goals, desires, and lifestyle are equally vital. In this podcast, I’ll help you bridge the gap between financial strategies and your individual aspirations, merging the two to create your very own ”financial breakaway.” ----------1200 N. Mayfair Rd, Ste. 300, Milwaukee, WI 53226 414-253-4600. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA (www.finra.org) SIPC (www.sipc.org). Osaic Wealth separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice. This communication is strictly intended for individuals residing in states of CO, FL, GA, MI, MN, MO, MT, NC, TX, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE this information being provided is strictly as a courtesy.
Episodes
Friday Sep 30, 2022
Friday Sep 30, 2022
2022 has been a tough year all around for people. Headwinds such as the lingering effects of COVID-19, rising interest rates, rising inflation, rising commodity prices, the Russia/Ukraine War, falling stock and bond market, and then an economy that seems to be having a hangover in general. It has been a lot.
With all this going on, it has been hard to conceptualize how it all works together and how it affects you financially (you as an everyday person). In this episode, I'm breaking down three observations I've seen in the investment markets and following that up with what we can learn from those observations. I try to explore these observations and lessons learned through a greater financial planning lens for the everyday person.
01:00 - Intro
02:55 - Observation 1: Equity markets have had their worst start in 50 years
03:40 - What can we learn: Let’s let history be our guide (look at the SP500 from 1942-until today…80 years)
05:12 - Observation 2: The Bond market has been crushed & this is actually a bigger deal
07:33 - What can we learn: Definitely should’ve been looking at your bond holdings but if you haven’t, there’s still time
08:30 - Observation 3: Volatility
09:12 - What can we learn: In the last 20-plus years, 21 of the 25 worst trading days were followed within a month by one of the best 25 trading days
Ryan Hitchcock
Financial Planner
High Point Capital Group
Direct: 414-253-4611
rhitch@hpcg.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
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