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October Review

Nov 15, 2023
October Review cover image depicts the words October Review and a cartoon looking tablet held by a professional advisor that shows financial graphs and data.
Global Wealth Advisors Round Logo.
Global Wealth Advisors Financial Planning and Investment Management

In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover several financial topics including the big sell-off, reinvestment risk, and bond laddering. They also offer a bold prediction on whether rates have peaked.

Watch the video podcast on YouTube

Find it Fast: October Review

The Month of October Review:
00:41—October’s sell-off
10:28—Five good minutes on reinvestment risk
16:21—Bond laddering

Bold Predictions:
22:27—Have rates peaked?

Listen in to the Your Money Momentum podcast published twice monthly. If you like this episode, check out our previous show Open Enrollment Tips, or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBYRuff

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