Retire Simply Podcast Scott and Angela Winstead

What are the Long-Term Effects of Rising Interest Rates on Retirement Plans?
Tips and Strategies for Retirees to Mitigate Risk from High Interest Rates
- Treasuries
- CD's
- Multi-Year Guaranteed Annuities
- Fixed Indexed Annuities

These strategies can help you navigate the current bond market and preserve your investments from the risks associated with rising interest rates.

Scott and Angela start a two-part Retire Simply podcast series discussing different strategies that can help you navigate the current bond market and help preserve your investments from the risks associated with rising interest rates.

Tune-in next week to hear Part 2!

Key takeaways:
• What are Interest Rates and How do They Affect Retirement Planning?
• The Impact of Rising Interest Rates on Your Savings
• How to Manage Your Retirement Plan

President Biden signed the SECURE 2.0 Act into law on December 29, 2022. This legislation makes some notable changes. It is projected to reshape retirement for years to come by making several changes to retirement account rules. Listen in today and Scott and Angela bring you current information about how these changes could affect you. Changes like:
• RMD Age has change for many of us
• Higher Catch-up Contribution Limit
• The Lost and Found for 401(k)s

This is the 100th episode of the Retire Simply Podcast. We’ve had a lot of fun! It has been a wild and beautiful ride getting to stay connected with you as we aim to guide you throughout retirement! Always bringing you…
• the latest retirement updates
• tips to help implement them
• great recipes and stories that we think you’ll love

We are so grateful for you! All the support and appreciation you’ve sent us and the team at Compass Retirement is the fuel that keeps us energized and ready to bring you what you need for these ever-changing times. Looking forward to celebrating episode 200 with you, your family, and your friends…Angela & Scott Winstead!

Scott and Angela share a few conversation starters to help you get through those holiday parties and social gatherings with friends and family where you might need to fall back on something to get those fun (non-argument-starting) discussions going!

Scott and Angela discuss the crazy year we just experienced, from market volatility to inflation and everything that can threaten your retirement. Then, the duo takes a look at the upcoming year and what you can address in your retirement plans.

Key takeaways:
* Reviewing the Headwinds of 2022
- GDP
- Inflation
- Interest Rates
- US Market
* Looking ahead to 2023
* Benefits of a solid Retirement Plan
* Primary areas to address