Episode 194: Winning at Retirement
32:36
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@codysattva
@codysattva 2 ай бұрын
I'm a substitute teacher for special ed middle school and high schoolers. Thanks for the video, I'm going to try to translate this into language those kids can understand. 👍
@rdswealthmanagement
@rdswealthmanagement 2 ай бұрын
@codysattva Thank you for this comment! Our mission at RDS Wealth is to EMPOWER people who IMPACT lives and ENRICH futures! YOU ARE the epitome of the "people" we strive to empower! Thank YOU for what you do! Let us know if our team can help in any way! -Dale
@tlee7653
@tlee7653 2 ай бұрын
Not sure I understood a consistent theme to his thoughts.
@rdswealthmanagement
@rdswealthmanagement 2 ай бұрын
Hey @tlee7653, thanks for your comment! The overall theme of Dale’s video is market turbulence and mixed signals. He believes that with markets currently priced to perfection, even a small bump could cause significant issues. Many topics were discussd in this interview. To summarize his points: -Speculative Investing: If you're interested in speculation, consider stocks that have recently been hit hard, like DG. -Long-Term Investing: For long-term investors, Dale recommends looking at companies like MSFT or ETFs like POCT. -The "Magnificent Seven": Nicole asked about the "Mag7," and Dale highlighted his top three picks: AMZN, MSFT, and AAPL. -Income Investments: For those looking for dividend income, he suggests taking a look at JEPI. -Election Impact: Dale shared his thoughts on how elections can affect the market, stating that making major portfolio moves based solely on elections is usually a mistake. He emphasized RDS Wealth's position, saying, "we are waiting this one out"- meaning we are going to wait and see what happens before we make any big adjustments for our clients. In short, Dale advises being prepared for market volatility over the next 6-12 months. If you have any more questions or want to discuss this further, feel free to reach out to our team at 270.600.PLAN. We know that discussions about the markets complexities can be confusing at times, we hope this helps!