Combatting Inflation with Jake Stone


Investors haven’t faced inflation rates like this in quite some time and it creates new challenges for planning. Many investors are wondering what they can do to offset the effects of inflation and keep from losing buying power while rates continue at these levels.

That’s why we brought back Jake Stone, MBA, RFC® to spend some time talking about the challenges of inflation and what strategies can be utilized in an environment like we’ve been dealing with for a year or more. The Way2Wealth® system accounts for inflation with every plan we create so we want to explore some of the options you might have from your growth and income buckets of money.

Join us on today’s episode as we discuss these important topics and more:

  • What is Jake hearing on inflation right now. (1:55)
  • How do you keep up with inflation through investing? (5:27)
  • Mortgage payments during periods of high inflation. (10:52)
  • What are the options in the income bucket? (19:32)
  • The way we design the Way2Wealth® to combat inflation. (24:19)

To learn more about how we help clients with investing, get in touch with us here.

 

RESOURCES

About our guest: https://www.carsonwealth.com/team-members/jake-stone/

More Episodes: https://www.theway2wealth.com/episodes/

More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/

 

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

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