WEALTHTRACK

Latest Episodes:

Exciting Bond Returns May 11, 2024

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WEALTHTRACK episode 2046 originally broadcast on May 11, 2024

More Info: https://wealthtrack.com/pimcos-dan-ivascyn-on-why-bond-returns-are-the-most-attractive-in-years-rivaling-stocks-and-cash/

Why Working Longer Is Not A Retirement Solution May 04, 2024

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WEALTHTRACK episode 2044 broadcast on May 04, 2024

More info: https://wealthtrack.com/influential-labor-economist-teresa-ghilarducci-on-why-working-longer-is-not-a-retirement-solution/

Bookshelf :

Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy

https://amzn.to/44nREYI

Rescuing Retirement: A Plan to Guarantee Retirement Security for All Americans

https://amzn.to/3wgSIBe

Residential Real Estate Opportunities Apr 28, 2024

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Part 2 of 2: Strong demand and limited supply have created long-term opportunities in residential real estate. Top ranked Baron Real Estate Fund manager, Jeff Kolitch shares his highest conviction investments.

Commercial Real Estate Opportunities Apr 20, 2024

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Top-ranked real estate fund manager Jeffrey Kolitch discusses the compelling opportunities he is finding in the much-maligned commercial real estate industry.

Influential Strategist Ed Yardeni Critiques Artificial Intelligence, Economists & The Bull Market Mar 30, 2024

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Influential economist and strategist Ed Yardeni tackles why AI isn’t intelligent, why economists have been so wrong, and the bull market could continue.

WEALTHTRACK episode 2040 broadcast on March 30, 2024.

Exciting investment opportunities with award-winning global value investor Sarah Ketterer Mar 22, 2024

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Causeway Capital’s Sarah Ketterer describes a range of global companies with outstanding values.

WEALTHTRACK #2039 broadcast on March, 22, 2024March

A leading bond analyst shares his strategy for picking top-performing stocks for the year ahead Mar 15, 2024

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Leading bond analyst Martin Fridson explains his tested strategy for identifying top-performing stocks for the year ahead.

WEALTHTRACK #2038 broadcast on March 15, 2024

Early bull Ed Yardeni calls this the roaring 2020s with the economy and stocks advancing Mar 08, 2024

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Part 1 of 2: Leading bond analyst Martin Fridson explains his tested strategy for identifying top-performing stocks for the year ahead.

WEALTHTRACK #2037 broadcast on March 8, 2024

Portfolio Housecleaning Feb 10, 2024

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Part 2 of 2 How to streamline your retirement planning by decluttering and consolidating accounts with Morningstar’s retirement guru, Christine Benz. WEALTHTRACK episode 2033 was originally broadcast on February 09,2024.

Tax-Efficient Investing: Optimizing Asset Location with Higher-Yielding Assets Feb 03, 2024

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We speak with Christine Benz, Morningstar's personal finance guru, about the significant impact of higher yields on retirement planning. Benz discusses the potential benefits of adding a basic fixed immediate annuity to retirement plans, the importance of asset location for higher-yielding assets, and the advantages of investing in defined maturity bond funds. She also shares insights on the iShares I bond Term TIPS ETFs and the implications of higher interest rates on portfolio returns. Don't miss this informative discussion on optimizing your retirement strategy.

WEALTHTRACK Episode 2023 originally broadcast on Feburary 02, 2024

More Info: https://wealthtrack.com/the-huge-impact-of-higher-yields-on-retirement-planning-with-personal-finance-guru-christine-benz/

Get: Safe Retirement Withdrawal Strategies: https://www.morningstar.com/lp/the-state-of-retirement-income

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