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Challenging the Financial Concerns & Uncertainty of an Election Year - Season 2, Episode 8
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It’s 2024—and that means we’re already back in another election year.
It’s no secret that election years bring all sorts of changes, but what does this transitional time mean when it comes to the topic of your finances?
In this conversation, Phil and Kendall shed some much-needed light on this topic, explaining why our firm believes taxes will likely go up in the near future, why the IRS may be eyeing the untaxed money in your retirement accounts, whether who is president really makes a difference for our financial plan, why election years tend to lead to temporary volatility in the market, and more.
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210 Wealth Management, Inc., d/b/a 210 Financial, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. 210 Financial, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Insurance products are offered through 210 Financial, Inc. d/b/a 210 Financial.
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