We’re coming off one of the wildest weeks in stock market history. How are retirees reacting to these massive swings? How should you adjust your FIRE portfolio in case there are even more turbulent times ahead? We’re chatting with someone who’s in the loop!Welcome back to the BiggerPockets Money podcast! Today, Emma von Weise, certified financial planner (CFP), returns to the show to give her perspective on the recent stock market volatility. She’ll share what her clients are doing and the course of action she recommends for those who are worried about their nest egg crumbling.Times like these prove you need an investment plan. If you don’t already have one, Emma will show you how to create it. You’ll also learn how a few years of cash distributions can help you protect your investments and keep you from selling stocks at a loss. Are bonds actually a “safe haven” for investors? We’ll make sense of rising yields and, finally, share a tax strategy YOU can take advantage of during a stock market slide to trim your taxable income!In This Episode We CoverHow to adjust your FIRE portfolio after recent stock market volatilityHow cash distributions protect retirees from selling stocks low in a downturnWhy you need to create an investment plan today (if you don’t have one!)How to balance “growth” and “safety” in your investment portfolioWhy bond yields have spiked after a huge sell-off (and whether you should buy)Offsetting capital gains from stocks through tax-loss harvestingAnd So Much More!Links from the ShowMindy on BiggerPocketsScott on BiggerPocketsListen to All Your Favorite BiggerPockets Podcasts in One PlaceJoin BiggerPockets for FREEEmail Mindy: [email protected] Scott: [email protected] Money Facebook GroupFollow BiggerPockets Money on Instagram“Like” BiggerPockets Money on FacebookSubscribe to the BiggerPockets Money YouTube Channel!Get $100 Off Your Ticket to BPCon2025BiggerPockets Money 120 - Are FIRE Naysayers Bad at Math? Yes. with Michael Kitces“A Guided Meditation for When the Stock Market Is Dropping”Emma’s LinkedInFine-Tune Your FIRE Portfolio with “Set for Life”Sign Up for the BiggerPockets Money NewsletterFind an Investor-Friendly Agent in Your AreaBiggerPockets Money 120 - Are FIRE Naysayers Bad at Math? Yes. with Michael KitcesConnect with CarlCheck out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-631Interested in learning more about today’s sponsors or becoming a BiggerPockets partner yourself? Email [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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