On todays show Joe Cucchiara talks to us about weathering a volatile stock market with Transitions Wealth Advisors CFP, Shawn Okumura, and Bay Equity Home Loans Loan Officer, Jeff Trevarthen. Joe will begin by having Shawn explain the bigger issues that have caused tension in the stock market this year. Shawn then talks about Roth IRA conversions, evaluating a client’s 401k plan and other investment options.
National statistics poses the question of why do people hesitate when it comes to retirement planning and what can we do to teach children about money in an effort to curb this trend. They also give some recommendations to older people who are house rich and cash poor, and Jeff asks Shawn how he handles financial planning related to real estate. Towards the end of the show Joe asks Shawn about finding the financial planner that is right for you, past market cycles and avoiding knee-jerk reactions.
Learn more about Transitions Wealth Advisors visit www.transitionswealthadvisors.com. To contact Jeff, visit his website or call 408.340.7339. Be sure to tune in to AM 1220 KDOW from 3-4pm and click ‘Listen LIVE” on www.reradiolive.com.