Hosted by: Laura Hawley Special guest: Dana Hurley

Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Dana Hurley – Financial Advisor at Allen & Company

In this episode, we discuss important questions such as how much you should be shaving Retirement, ways to improve on your 2017 tax returns, changes for 2018, and much more. Laura Hawley, CFP®, Senior Vice President at Allen & Company and Dana Hurley – Financial Advisor at Allen & Company discuss most frequently asked questions regarding your Financial future.

In this episode we cover:

• Economic Compass (:55)
• The concerns over Interest Rates and Inflation (2:00)
• How to react in a down Market if you’re a young individual (5:40)
• Laura Hawley, CFP®, Senior Vice President at Allen & Company and Dana Hurley – Financial Advisor at Allen & Company discuss most frequently asked questions regarding your Financial future (7:33)
• The Financial Future of Retirees and what it all means (14:34)
• The important questions you should be asking a Financial Advisor (24:12)
• Difference between Traditional and Roth IRA (35:00)
• The differences in filing your taxes (38:16)

Links From the Show:

• Allen & Company
• Dow Jones
• Nasdaq
• S & P 500

Tweetable Topics:

Most Investors at 70 years old aren’t 100% equity – Dana Hurley, Financial Advisor at Allen & Company

It’s a good to time when you have pull backs (in the market) to go ahead and invest in the Markets. – Dana Hurley, Financial Advisor at Allen & Company

Its long term investing that pays off. – Dana Hurley, Financial Advisor at Allen & Company

I don’t suggest you make a change in the middle of any kind of volatility in the Market. – Dana Hurley, Financial Advisor at Allen & Company

Connect with:

Laura Hawley – CFP®, President at Allen & Company
Allen & Company – Laura Hawley

Dana Hurley – Financial Advisor at Allen & Company
Allen & Company – Dana Hurley
LinkedIn – Dana Hurley