As we approach the midway point of 2023, it's an opportune time to reflect on the significant events and changes that have unfolded in the financial landscape. Bud Kasper and Logan DeGraeve aim to provide a comprehensive review of key developments, focusing on topics relevant to investors in this episode of America's Wealth Management Show. From updates on new legislation to the Federal Reserve's rate hikes and market dynamics, we'll delve into the implications of these events and discuss future considerations. Let's dive into the substantial shifts and noteworthy occurrences that have shaped the financial world in 2023. More on this episode: https://modwm.com/5-big-things-that-happened-in-2023-so-far/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=big-things-2023 529 Rollover to a Roth IRA - What You Need to Know: https://www.modwm.com/529-rollover-to-a-roth-ira/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=big-things-2023 Family Financial Planning: https://www.modwm.com/podcasts/family-financial-planning/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=big-things-2023 What's Going on with Bank Failures?: https://www.modwm.com/u-s-banking-crisis-is-it-over-or-was-it-even-a-thing/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=big-things-2023 U.S. Banking Crisis: Is It Over? Was It Even a Thing?: https://www.modwm.com/u-s-banking-crisis-is-it-over-or-was-it-even-a-thing/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=big-things-2023 What's Driving the Stock Market?: https://youtu.be/iV-fiRQTwDE IRAs Are Bad for Wealth Transfer: https://youtu.be/zoxwYcLt4-Q Congress Passes New Retirement Rules: https://youtu.be/Pum1ZjIuW_g Rebalancing Your Portfolio: Looking at a Midyear Rebalance: https://youtu.be/js_DJsYhqB0 What to Know About CDs, Bonds, and Treasuries: https://youtu.be/fIKXL3DUL6k Is Inflation Slowing?: https://youtu.be/moTDI0ihKjA Federal Reserve Pauses Interest Rate Hikes: https://youtu.be/LpU-dW8r0uw Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=big-things-2023 See Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=big-things-2023 Start Planning: https://www.modwm.com/retirement-planning-tool/radio/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=big-things-2023 Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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