Episode 15: Ask Me Anything: Rates, Midterms, and Roth vs. Traditional

In our first-ever Ten Minutes Wealthier Ask Me Anything, Johnson Rhett and Sam Buchanan of Branning Wealth Management answer your questions: The Fed raised rates. Why should you care? How rate changes can affect your savings and borrowing, and how much to keep in your emergency fund. Should you change your portfolio before the midterms? What a century of market history suggests, and why we say vote with your ballot, not your life savings. Roth or traditional? A simple way to think about the tax tradeoff, and why a mix of both can give you flexibility in retirement. Resources mentioned in this episode: https://www.dimensional.com/us-en/ins... https://irp.cdn-website.com/d87e9fd4/... https://my.dimensional.com/chmedia/16... https://www.dimensional.com/us-en/ins...    • Do Elections Matter to the Stock Market? |...   https://www.dimensional.com/us-en/ins... Have a question for our next Ask Me Anything? Follow us on social media or leave a comment on YouTube or Spotify. Wondering if Branning Wealth Management is the right fit for you? Find out here: https://tally.so/r/OD9Lqa This episode is for educational purposes only and is not individualized investment, tax, or legal advice. Past performance is no guarantee of future results. Indexes are unmanaged and cannot be invested in directly. Please consult your tax professional about your specific situation.