Big Market News and Timeless Lessons

Join Carol Dewey as she blends investing legends, economic trends, and practical retirement strategies. This episode covers Warren Buffett's announcement to step down as Berkshire Hathaway CEO, recent positive trade developments, and the crucial role fixed indexed annuities play in managing retirement risk amidst market volatility. Learn how Buffett's timeless wisdom applies to today's economy and why principal protection and reliable income are paramount for retirees.

🔍 What You’ll Learn in This Episode:

✔️ The significance of Warren Buffett's impending retirement and his enduring investing principles, like "Be greedy when others are fearful."

✔️ How historical trade policies, such as the Smoot-Hawley Tariff Act, impacted past economies and relate to current market dynamics.

✔️ Positive recent trade news, including a "full and comprehensive" trade agreement with the U.K. and ongoing negotiations with the EU.

✔️ The critical benefits of fixed indexed annuities for retirement planning: market-linked growth without market risk, downside protection, tax-deferred growth, and lifetime income options.

✔️ Why balancing growth potential with downside protection is essential for retirees in today's uncertain economic climate.

📘 Mentioned in This Episode:

🎯 Download our FREE guide: Tariffs & Your Retirement

This practical resource helps you understand how evolving tariff policies may impact your portfolio and retirement strategy.

🗓️ Schedule your Lifestyle & Legacy Assessment – A personalized financial review to help you navigate the shifts in today’s market. Visit Perpetual Wealth Financial

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