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Podcast: The Real Investment Show (Full Show)
Episode: 3-11-26 Q&A Day - Technical Breakdown in the S&P 500 - What Comes Next
Description: Jon Penn & Devoda Owens cover key financial planning and market topics affecting investors and retirees, beginning with market commentary on the Iran campaign and geopolitical risk, and what it could mean for energy prices, inflation expectations, and market volatility.
Jon & Devoda also discuss Social Security depletion projections, how investors should think about benchmarking portfolios, and the key considerations around when to claim Social Security benefits. Additional planning topics include estate planning when remarrying, insurance and long-term care strategies, preparing for healthcare inflation, and the role of life insurance and umbrella coverage in protecting assets.
We examine the recent value rotation...