Welcome, and thank you for listening. In this episode Josh Nelson and Jeremy Busch talk about the status of the economy in mid 2024. This is the audio from a video recording that you can find here:

https://www.youtube.com/@keystonefinancial.com

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Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com

Today we're going to talk about two important topics that are especially important for people over the age of 62: naming a power of attorney and selecting a trusted contact for your investment accounts.

Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com

In this episode, host Josh Nelson dives into a topic that has been debated and discussed quite a bit in the financial planning community: the 4% rule. Is it still relevant, or is it outdated? He answers the question, 'What is the 4 percent rule?' Perhaps it's not so much a rule as it is a guideline for ensuring we have enough money as we get older.

Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com