Melt-Up Mirage: Are You Ready for the Next Curveball?
Manage episode 514852322 series 3561339
Is the market’s “melt-up” masking risks that could derail your retirement? JoePat Roop and Taylor Lee tackle record highs, sudden layoffs, and the critical need for a written financial plan. From shifting tax laws to changing life goals, this episode explores why flexibility and preparation matter more than ever. Learn how to navigate uncertainty, avoid costly mistakes, and make your money work for you—no matter what comes next.
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188 episodes