Rose Retirement - Your Family, Your Finances Weekly Podcast
Tune into “Your Family, Your Finances” with John Merkel every Saturday at 2 p.m. as he shares insights on retirement, finances, and investing.
Podcasting since 2022 • 24 episodes
Rose Retirement - Your Family, Your Finances Weekly Podcast
Latest Episodes
Is an 401k Annuity for You?
BlackRock has started to offer something in certain 401(k)s that’s rather new. The Wall Street Journal reports that five employers have signed up with the investment giant to offer annuities in their plans. In theory, that would all...
•
6:33
Retirement Fees & Sequence of Return Risk
Uncle Sam is finally acknowledging that people don’t seem to understand the fees they’re being charged on their retirement accounts. Hear how John can help you understand what fees you're paying and WHY and how he can possibly help elimin...
•
7:28
Inflation, Taxes and EOY Planning!
Believe it or not, we’re already in the fourth quarter of the year! And Morningstar’s Christine Benz says that means it’s time to take stock of your investments. Hear how John can do an end of year review with you, positioning you for a b...
•
7:59
Is a market correction coming? If so, what you can do NOW!
The markets have been mostly up, and that’s been great for our portfolios. But strategist Julian Emanuel tells CNBC that we’re due for a correction. Let’s say he’s right, and we do see a 15 correction. Can we assume that it would be short...
•
7:46