Quick Hits: 10 Best Questions for 1st Appointments | The C Word | Max out Spending in Retirement

Here are your Quick Hits:

The C Word – Humble Dollar

  • This is an incredible and honest article. Great read with an impactful story.
  • This is a real life story and one that gives urgency to making sure you and your clients have their financials in order.
  • “We can control risk, but we can’t eliminate it. I’ve spent decades managing both financial risk and potential threats to my health. But despite such precautions, sometimes we get blindsided. There have been few cancer occurrences in my family, and it’s never been something I had reason to fear. Chance is a cruel mistress.”

Maximize your spending in retirement

  • Here is a really cool video to show clients how different start years affect a retirees journey.
  • In demonstrating how it works, the video follows the portfolio journeys of hypothetical individuals with three different retirement start years: 1973, 1983, and 1993.

Stock-obsessed Gen Z are using astrology and tarot to invest—and swearing by the results to the tune of over $400,000

  • Fun article to talk through on your shows this week.
  • Goes to show that if you throw a dart at the markets this year you’ll make money.
  • “After scanning the market from 8:30AM till 9AM and picking the stock I’ll be trading that day (today it was Amazon), I do a single card pull to confirm my decision or get guidance,” she says in one video. “Today I pulled the Ace of Cups, which represents abundance; this gave me the needed assurance to trust in my strategy.”

The Stocks Driving S&P 500 Returns in 2024