Episode 75: How Rising Interest Rates affect Investment Plans

Episode Summary

April 4, 2023 | 00:25:08 | E75

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 incomeExpected returns and how they matter for advanced tax planningA little bit about mutual funds and taxes and returnsSequence of returnsInflation, 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.For more information about these topics, check out all our podcasts on Apple Podcasts, Spotify, or wherever you get your podcasts. Also, visit the podcast website at www.expertnetworkteam.com