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Despite a rapid recovery from the height of the pandemic, the global economy faced a new set of challenges in 2022. What started as global economy embattled by supply chain issues was stressed further with the Russian invasion of Ukraine. This amplified inflationary pressures, prompting central banks across the globe…

The beginning of a new year often comes with many changes. For 2023, some of the most significant transformations are occurring in the retirement industry, thanks to the recent passage of the SECURE Act 2.0. While some of the new law’s provisions will not take effect until future years, others…

In this episode, the relatable finance guys discuss the ongoing concept of short term versus long term, but this time they do so in the current investment environment which has changed dramatically in the last 12-18 months.   The post Relatable Finance Podcast Episode 118: Short Term Versus Long Term…

In this episode, the relatable finance guys provide some of their own personal finance tips that help guide their financial lives. A new year is a great time to get your finances in order and these tips can provide some first steps. The post Relatable Finance Podcast Episode 117: Relatable…

With many recessionary calls, many are looking for clues on how the economy is doing. Recent holiday sales data has come in better than expected, but does that tell the full story? In this episode the relatable finance guys take a look at various data points to see if they…

In this episode, the relatable finance guys discuss different financial situations that may fall under the too good to be true category. They identify real world examples and potential future investment strategies that should considered with caution. They also go through a framework of how to approach these situations and…

We had our mid-term elections for 2022, and China had it’s National People Congress which is held every 5 years in October. In this episode, the relatable finance guys go over the differences between our political system here in the U.S., versus that of China’s. These differences are also central…

With the end of the year around the corner, you have a limited amount of time to maximize your retirement savings opportunities in the most tax-efficient manner. Following are some steps to consider taking before December 31. Max out your contribution to a workplace 401(k) retirement plan. For 2024, the…

In this episode, the relatable finance guys look at studies that tie rising income to increased happiness but only to a certain income threshold. They then give six financial tips you can use to improve your financial lives. The post Relatable Finance Podcast Episode 113: Pursuit of Happiness appeared first…

The Fed has been pulling away much of the stimulus provided during the pandemic in an effort to help quell inflationary pressures. While these efforts will slow the U.S. economy, they also create challenges for international economies given the dollar role as the worlds reserve currency. In this episode, the…

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