The Market Is Going to Go Down — Here’s the Part No One Tells You

Échec de l'ajout au panier.

Veuillez réessayer plus tard

Échec de l'ajout à la liste d'envies.

Veuillez réessayer plus tard

Échec de la suppression de la liste d’envies.

Veuillez réessayer plus tard

Échec du suivi du balado

Ne plus suivre le balado a échoué

The Market Is Going to Go Down — Here’s the Part No One Tells You

Écouter gratuitement

Voir les détails du balado

À propos de cet audio

The market will drop — it always does. The question isn’t if, it’s whether you’re positioned to take advantage of the opportunity. In this episode of The Great Wealth Transfer, Dave Pulcini, CFP®, breaks down four smart moves you can make during market declines to strengthen your long-term plan and reduce future taxes.

You’ll learn:
✓ How tax-loss harvesting creates real savings
✓ Why rebalancing forces you to “buy low” automatically
✓ How Roth conversions become more powerful when markets fall
✓ When deploying cash can create long-term upside

You’ll also hear the two biggest mistakes investors make in down markets — cashing out and stopping contributions — and how those decisions can derail retirement.

If you want a calm, disciplined playbook when the headlines turn scary, this episode is for you.

Connect with Dave Pulcini, CFP®
Phone: 585-485-0947
Email: dpulcini@sixpointfp.com

Schedule a time: https://calendly.com/dpulcini

YouTube: https://www.youtube.com/channel/UCPLDBtMdf2Osu9L3_AtzFnw

Pas encore de commentaire