Hosted by: Laura Hawley Special guest: Troy Garcia

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

Co-Host
Troy Garcia – CFP®, Financial Advisor at Allen & Company

In this episode, we discuss playing ball with the hometown Lakeland Tigers and their longstanding relationship with the city of Lakeland. We will also discuss the rise in Interest Rates, fluctuations in the Marketplace, Market Volatility and how to make adjustments, other avenues for your Contributions, an Emergency Fund, the balance between Risk and Return, and much more.

In this episode we cover:

• Economic Compass (1:32)
• The rise of Interest Rates and the Economic Impact (1:46)
• Taking advantage of fluctuation in the Marketplace (2:55)
• How to adjust to the volatility of the Markets (6:56)
• How living longer and Length of Employment affects your IRA (13:17)
• The balance between Risk and Return (21:27)

Links From the Show:

• Allen & Company
• Dow Jones
• Florida Southern Baseball
• Joker Marchant Stadium
• Lakeland Flying Tigers
• Nasdaq
• S & P 500

Tweetable Topics:

With time, all things change. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

A person is employed by one company on average 7 years. – Troy Garcia, CFP®, Financial Advisor at Allen & Company

The average person can possibly be retired longer than they are working. – Troy Garcia, CFP®, Financial Advisor at Allen & Company

We call that losing money safely. – Troy Garcia, CFP®, Financial Advisor at Allen & Company

Connect with:

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

Troy Garcia – CFP®, Financial Advisor at Allen & Company
Allen & Company – Troy Garcia
LinkedIn – Troy Garcia