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4-20-24 Candid Coffee – Open Season Episode

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4-20-24 Candid Coffee - Open Season Episode

Video by The Real Investment Show via YouTube
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Is the Tech Stock pullback healthy? What’s the difference in Bond ratings? Who is really being affected by a tripling of interest rates? These and other pressing financial and investing questions were fielded on our most recent Candid Coffee.
This was an "open-mic" edition of Candid Coffee, with all questions coming from registered participants; the questions’ time codes are noted below.

Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFO, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer

0:00 – Intro & Market recap:
3:30 – Tech stocks’ pull back is healthy; geopolitical risks;
8:05 – The difference between bond ratings
12:47 – Pension Fund investments in REITS w high default risk
19:19 – Are Roth distributions considered income by Social Security?
22:06 – Who is really being affected by the tripling of rates–consumers or the market? The "tale of two economies"
30:29 – The Yield Curve has been inverted for 500-days+
33:55 – How Government bailouts encourage bad fiscal behavior
37:17 – How Reverse Mortgages work
43:55 – How HELOCS work vs Reverse Mortgage
45:35 – Roth Conversions discussion
50:24 – The Traditional pre-tax IRA has become obsolete
51:03 – What type of assets to place in a Roth
53:22 – Final thoughts

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