Rising Rates, Retirement Risks, and Hidden Opportunities

Are rising Treasury yields creating hidden opportunities or unexpected risks for retirees? On this episode, David Gagnon breaks down how higher interest rates can impact stocks, bonds, income strategies, and retirement portfolios. He explores why some retirees struggle to spend confidently in retirement, the role of income planning in reducing financial anxiety, the continued growth in annuity adoption despite criticism, and how healthcare and long-term care costs can affect retirement plans. The conversation focuses on aligning investments with purpose and preparing for changing economic conditions.

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