S4E23 – June 2025 Retirement Headlines
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In this episode, Dave and Nick (back from vacation) tackle a wide mix of financial headlines so you don’t have to. From stock market shifts to Social Security panic, long-term care planning, and yes—even pet insurance—this episode covers the real-life stuff affecting your money and your future.
Here’s what we dig into:
Mistakes in Today’s Stock Market
What Jason Zweig says about growth vs. value stocks, and why diversification and rebalancing are more important than ever.
Social Security: Fear vs. Facts
We break down recent updates, insolvency projections, and why panic may not be the smartest plan.
Retirement Medical Costs You Might Not See Coming
Drug coverage, isolation, concierge care—the hidden costs that can sneak up on retirees.
Wall Street Journal: The Underestimated Cost of Healthcare in Retirement
Annuities: Are They Right for You?
Christine Benz offers a balanced view, and we chime in with when annuities can actually be a smart move.
Financial Advice: Who’s Selling You Candy?
Not all free financial advice is created equal. We explain how to spot the difference between helpful insights and someone trying to sell you something.
Pet Insurance: Necessary or Nonsense?
We unpack the rising cost of pet ownership and whether those monthly premiums really make sense.
Long-Term Care Planning in Michigan
A recent study shows most older Michiganders aren’t prepared. We walk through five important steps everyone should consider.
Retire Now or Wait It Out?
Is delaying retirement a smart move, or just headline-induced anxiety? We explain how to evaluate your real readiness.
Side Hustles, Late-Night Logins, and the Evolving Workforce
The post-pandemic work world is shifting fast. We talk about how remote work, second jobs, and burnout are changing retirement planning—and what that means for you.
Americans are Sidehustling Like We Are In a Recession
Pull Up a Chair
This episode is full of down-to-earth discussion, financial clarity, and a few laughs along the way. As always, we’re here to make your retirement and financial planning a little less overwhelming.
Have an article you’d like us to cover? Email us at info@srbadvisors.com
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Schedule your fit meeting today at srbadvisors.com
