Episode 463 - Bond Market, IRA Trusts & Social Security

We're thrilled to be back with you LIVE, our last show of August! The end of August marks an end to the dog days of summer. It's back to school, back to routines, back to a little more structure… and you can feel the change in the air. And speaking of change, the bond market took quite a ride last week. On today's show, we'll unpack the surge in U.S. Treasury yields as investors bet on stronger economic growth and companies continue pouring money into AI. The Wall Street Journal argues that this could signal the end of years of "financial repression," when the Fed helped keep government borrowing costs artificially low, great for Congress, perhaps not so great for savers. We'll break down what that shift could mean for markets, investors, and your financial future. We'll also tackle a topic that can make even seasoned savers reach for a second cup of coffee: IRAs and trusts. The SECURE Act and SECURE 2.0 Act have added new layers of complexity to the rules, so today we're going to cut through the confusion and shed some light on what these changes could mean for you and your beneficiaries. Know the rules. Know your options. And if that's not enough, let's talk Social Security. After decades of the 9-to-5 grind, it can be tempting to start collecting benefits as soon as possible. But "sooner" doesn't always mean "smarter," especially when it comes to your long-term financial goals. We'll explore why timing matters and what to consider before you flip that switch. So much to cover and so little time… but that's exactly why you're here.

Tune in and take control!