THE HEALTH OF OUR ECONOMY

Jerome Powell, Chairman of the Federal Reserve, announced another interest rate hike this week. I’m joined by Adam Newell, a member of the CFN investment team, to discuss the expected impact of the rate hike. Additionally, we speak about inflation, tariffs and general economic conditions as we enter the final quarter of the year.

HOW MUCH MONEY WILL YOU REALLY NEED IN RETIREMENT?

The biggest fear many retirees have is running out of money. I’m joined by Aline Holzworth, a Behavioral Scientist at Duke University, who recently co-authored a Wall Street Journal article on her research to help determine the amount of money you may need in retirement. It’s a surprisingly high percentage of the annual income earned during your working years, and a much larger number than is often used as a rule-of-thumb by many planners. I also explain why it’s necessary to go beyond the numbers to live your best life in retirement.

A NEW TAX HAVEN FOR THE SUPER RICH

Despite the tragic effects of Hurricane Maria, Puerto Rico continues as a highly sought-after location for extremely wealthy Americans to reside. I discuss why many are making this off-shore U.S. territory their primary home. Laws enacted nearly four years ago were designed to make Puerto Rico a global investment destination. Corporations pay only a 4% tax and personal income, capital gains, and dividends are not taxed.

Program Length: 50 minutes

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