Tag: John Iannucci
Market Turbulence in 2024: How to Prepare Your Financial Battle Plan (Ep. 14)

Market Turbulence in 2024: How to Prepare Your Financial Battle Plan (Ep. 14)

By |

As we face the complexities of market fluctuations, tax laws, and global economic shifts, the need for comprehensive wealth management becomes increasingly clear. 

This is the essence of true financial preparedness anticipating challenges and crafting a resilient plan to meet them head-on.

In this episode, John Iannucci highlights six specific reasons to prepare for potential market challenges, from record-breaking stock market valuations to the impact of major elections on financial markets.

John discusses: 

  • Emotional decision-making in response to stock market surges and why to prepare for potential market downturns
  • The market surge driven by seven specific tech companies and the potential implications for market underperformance
  • Consumer debt, credit card delinquencies, and the impact of inflation on everyday items
  • An analysis of the potential impact of the 2024 presidential election on financial markets and retirement planning
  • The market’s assumptions about the Fed’s interest rate cuts and the potential impact on inflation and market stability
  • A personalized 2024 battle plan for listeners to prepare for potential financial challenges
  • And more!

Resources:

Connect with John: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Are Annuities the Right Choice for Your Retirement Plan? (Ep. 13)

Are Annuities the Right Choice for Your Retirement Plan? (Ep. 13)

By |

Annuities are one of the most popular and controversial financial products in the market. 

They offer an income stream for life, but they also come with high fees, complex terms, and potential risks. 

How can you decide if annuities are right for your retirement plan? 

In this episode, John Iannucci unravels the complexities of annuities, aiming to clarify whether they are beneficial or detrimental to retirement planning. John simplifies the details of annuities and sheds light on why some retirees might be hesitant to embrace them. Additionally, he emphasizes the importance of selecting the right financial advisor, providing a free qualification questionnaire to assist listeners.

John discuss: 

  • The importance of understanding annuities and the biases of financial professionals
  • The reasons behind the low purchase rate of annuities
  • The different types of annuities and their various features
  • The importance of selecting the right advisor for annuity advice
  • The regulatory concerns and the need for fair independent analysis
  • A list of critical questions and qualifications for selecting the right advisor
  • And more!

Resources:

Connect with John: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More