S&P 500 Trends, The 0.01% Rule Of Thumb, Interest Rates, And Retirement Planning Insights
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Ready to cut through the noise and get clear on today’s financial markets and retirement planning trends? On this episode of the Money Matters Podcast, Wes Moss and Connor Miller share perspectives on market performance, economic updates, and planning frameworks that can help inform your financial decision-making.
• Review how the S&P 500’s recent run compares to historical stock market returns.
• Reflect on how past market performance can offer perspective, while recognizing it does not predict future results.
• Learn about the 0.01% Rule—a spending framework designed to encourage intentional financial choices tied to net worth.
• Explore the balance between frugality and valuing your time in retirement.
• Look at recent updates on interest rates, mortgage rates, job market data, and rental prices.
• Understand how Federal Reserve policy decisions interact with interest rates across the economy.
• See how seasonal stock market patterns have varied since 1928.
• Compare dividend-paying stocks with broader indexes in different market environments.
• Hear perspectives on the role of artificial intelligence in financial planning, including its potential and limitations.
• Access retirement planning resources that can help you bat different stages of life.
Stay informed about the economic forces that shape your financial world. Listen and subscribe to the Money Matters Podcast to keep learning each week.
92 episodes