Episode 4: Highs and Headwinds: Unpacking This Week's Economic Wins and Global Challenges

Jason and Mark discuss updates to IRS tables and tax planning rules, retirement planning, and contribution limits, and the importance of contributing to 401(k)s. They also talk about the current earnings season and the stock market outlook. The conversation touches on the potential shift away from EV vehicles and Tesla's recent performance. They discuss GDP growth, inflation, and the possibilities of rate cuts by the Fed. The episode concludes with a reminder to stay informed and prepared for the future.

Chapters: 00:00 Introduction and Updates 01:03 Updates to IRS Tables and Tax Planning Rules 02:02 Retirement Planning and Contribution Limits 03:00 Secure Act 2.0 and Emergency IRA Withdrawals 04:11 Importance of Contributing to 401(k)s 05:40 Roth Contributions and Compound Interest 06:47 Earnings Season and Stock Market Outlook 11:02 Potential Shift Away from EV Vehicles 14:49 Diversification and Tesla's Performance 25:46 GDP Growth and Inflation 31:38 Fed's Rate Cut Possibilities 36:44 Consumer Spending and Inflation 39:16 Conclusion

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Important Disclosures:

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

All performance referenced is historical and is no guarantee of future results.

All indices are unmanaged and may not be invested into directly.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Investing involves risk including loss of principal.

Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.