For several months, The Fed has left interest rates unchanged. It's not great news for borrowers, but as Dustin with Mundorf Wealth Management explains to Erin Kennedy, there may be limited time for savers to take advantage of some unique opportunities.
Inflation is the natural enemy of retirement savings, but there are strategies you can put in place to guard your nest egg from spiking consumer prices — and they may even allow you to use those higher costs to your advantage.
Concerns about a cooling U.S. economy led to a recent market downturn. And that volatility may continue. As Dustin with Mundorf Wealth Management explains to Erin Kennedy, a correction was somewhat expected. Historically, we often see corrections around this time of year, particularly in August and September.
Recently, on his popular show, Dave Ramsey, a well-known media personality dismissed the common advice to withdraw only 4% of your retirement savings annually as "moronic," advocating instead for an 8% withdrawal rate. In this video, Dustin with Mundorf Wealth Management and Erin Kennedy talk through whether and when an 8% withdrawal rate makes sense.
The relationship between risk and return is fundamental when it comes to investing. As Dustin with Mundorf Wealth Management explains to Erin Kennedy, higher returns often come with higher risk, and lower risk often means lower potential returns.
Taxes are set to increase in 2026. And even though it may not feel like it, we are living in a time of historically low tax rates. In this video, Dustin with Mundorf Wealth Management and Erin Kennedy talk through the pros and cons of a Roth Conversion for someone in their 70's.