On this week's Marcus Warren show, we talk about the emotions that can drive investor behavior; like fear, greed, overconfidence, and impatience. We discuss why your behavior is more important than what you know. 

We also answer your questions about taking Social Security benefits, completing a Roth Conversion, and retiring in a recession. 

Finally we discuss how some of the new Secure Act 2.0 rules could impact you, in Dee's Tax Corner.

Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show!

How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!

We Should All Be Like Spock

The world of retirement has changed. People of your father’s generation worked for one or two companies their entire life and they received a gold watch and a pension when they were done!

Boy, how times have changed! Most people are lucky to receive a pension and, in fact, many have to fund their own retirement. Chances are you have a 401k, IRA, or a 403b, an alphabet soup that puts the risk of investing on you. 

Not only must you weather the stock market, but you also have to prepare for the coming Tax Storm! That’s where we come in. We’re here to help offer insightful strategies to help develop your Retirement Game Plan and protect your retirement from the forces that await.

New tracks tagged #social security timing strategy