May 4, 2025

Mastering Market Volatility and Retirement Planning With Greenberg Financial Group

Mastering Market Volatility and Retirement Planning With Greenberg Financial Group
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Mastering Market Volatility and Retirement Planning With Greenberg Financial Group

Dean dives into the current state of the markets, exploring why stocks continue to climb despite uncertain economic headlines and global tensions. The team discusses pressing topics like tax strategies, the true impact of government spending, Social...

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Dean dives into the current state of the markets, exploring why stocks continue to climb despite uncertain economic headlines and global tensions. The team discusses pressing topics like tax strategies, the true impact of government spending, Social Security reform, and how the everyday investor can navigate periods of volatility.

You'll hear conversations about the challenges facing the middle class, why budgeting is as crucial for households as it is for governments, and the importance of living within your means.
Later in the episode, the team welcomes Matt Kaufman from Calamos to shed light on innovative structured protection products and alternatives to traditional annuities, offering listeners new ways to manage risk and secure their portfolios.