Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath Financial and JWC/JWCA are unaffiliated entities
Episodes
Wednesday Apr 16, 2025
Wednesday Apr 16, 2025
In this episode of The Above Board Podcast, Michael Scott, CFA, and Matt Marcoux, EA, CFP® share a timely replay of their recent client webinar focused on the economic impact of newly announced tariffs. They break down what the headlines actually mean, how markets are reacting, and what it all could signal for investors. You'll also hear tailored strategies for individuals at various stages of retirement planning—whether you're 10 years out, just about to retire, or already enjoying it. With a focus on facts over fear, this episode offers practical guidance to help you navigate market volatility with clarity and confidence.
- 04:47 Current Market Conditions and Economic Data
- 08:00 Tariff Impacts and Market Reactions
- 09:40 Understanding the Why and How of Tariffs
- 19:49 Potential Outcomes and Future Projections
- 26:19 Diversification Strategies
- 27:31 Rebalancing Portfolios
- 28:50 Market Timing and Adjustments
- 34:48 Client Group Strategies: 10+ Years to Retirement
- 37:52 Client Group Strategies: 5 Years to Retirement
- 39:59 Client Group Strategies: 1 Year to Retirement
- 41:37 Client Group Strategies: Newly Retired
- 43:11 Client Group Strategies: Comfortably Retired
- 45:12 Conclusion and Final Thoughts
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