In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"!
Tune in as we discuss:
Why US Treasury Bond yields have been going up
How high bond yields could affect the future of stock prices
Listener question regarding depleting Social Security funds
Why longer life expectancy is creating challenges for Social Security
What Social Security could look like in the future generations
Policy changes starting in 2024 that will allow some 529 plan assets to be rolled over to Roth IRAs
We want your questions! Please send them to [email protected] and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift