Expert Network Team

Episode 75: How Rising Interest Rates affect Investment Plans

Episode Summary

Jeff Krommendyk and Nathan Merrill ask Karl Frank, CFP about how rising interest rates affect the investment planning he recommends.

Episode Notes

Jeff Krommendyk and Nathan Merrill ask Karl Frank, CFP about how rising interest rates affect the investment planning he recommends.

What is happening with rates and why?
Opportunities for growth and income
Expected returns and how they matter for advanced tax planning
A little bit about mutual funds and taxes and returns
Sequence of returns
Inflation, interest rates and…
What recession? Who said we were having a recession anyway?

In all seriousness, we discuss timely and timeless topics that may help put perspective on the craziness of our modern world.

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