How to Manage Financial Market Stress? With the Help of a Caddie- Your Money Your Wealth podcast 398
Today on Your Money, Your Wealth® podcast 398, as the financial markets fall and then surge, Joe Anderson, CFP®, and Big Al Clopine, CPA talk about market timing, reallocating retirement contributions, and portfolio rebalancing. Plus, your questions answered on estimated taxes, Roth conversions, and the logistics of inheriting IRAs and passing assets on. Finally, how is a financial advisor like a golf caddie when markets get volatile? Joe and his Pebble Beach golf caddie buddy, Big G from the Real Life Caddie Podcast, discuss how their professional knowledge and experience can help the rest of us avoid big mistakes. Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: 00:00 - Intro 00:56 - I Know Market Timing is Bad. What About Reallocating Retirement Contributions? (April) 05:50 - How to Rebalance Bonds and Stocks in This Volatile Market? (Mick, Davis, CA) 13:50 - Download the Bear Market Survival Guide: 14:25 - Does the IRS Care If I Haven’t