The “Silver Lining” for Investors After a Historic Week for Stocks| Life After FIRE

We’re coming off one of the wildest weeks in stock market history. How are retirees reacting to these massive swings? How should you adjust your FIRE portfolio in case there are even more turbulent times ahead? We’re chatting with someone who’s in the loop! Welcome back to the BiggerPockets Money podcast! Today, Emma von Weise, certified financial planner (CFP), returns to the show to give her perspective on the recent stock market volatility. She’ll share what her clients are doing and the course of action she recommends for those who are worried about their nest egg crumbling. Times like these prove you need an investment plan. If you don’t already have one, Emma will show you how to create it. You’ll also learn how a few years of cash distributions can help you protect your investments and keep you from selling stocks at a loss. Are bonds actually a “safe haven” for investors? We’ll make sense of rising yields and, finally, share a tax strategy YOU can take advantage of during a stock market slide to trim your taxable income! In This Episode We Cover How to adjust your FIRE portfolio after recent stock market volatility How cash distributions protect retirees from selling stocks low in a downturn Why you need to create an investment plan today (if you don’t have one!) How to balance “growth” and “safety” in your investment portfolio Why bond yields have spiked after a huge sell-off (and whether you should buy) Offsetting capital gains from stocks through tax-loss harvesting And So Much More! Links from the Show Mindy on BiggerPockets Scott on BiggerPockets Listen to All Your Favorite BiggerPockets Podcasts in One Place Join BiggerPockets for FREE Email Mindy: Mindy@biggerpockets.com Email Scott: Scott@biggerpockets.com BiggerPockets Money Facebook Group Follow BiggerPockets Money on Instagram “Like” BiggerPockets Money on Facebook Subscribe to the BiggerPockets Money YouTube Channel! Get $100 Off Your Ticket to BPCon2025 BiggerPockets Money 120 - Are FIRE Naysayers Bad at Math? Yes. with Michael Kitces “A Guided Meditation for When the Stock Market Is Dropping” Emma’s LinkedIn Fine-Tune Your FIRE Portfolio with “Set for Life” Sign Up for the BiggerPockets Money Newsletter Find an Investor-Friendly Agent in Your Area BiggerPockets Money 120 - Are FIRE Naysayers Bad at Math? Yes. with Michael Kitces Connect with Carl Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-631 Interested in learning more about today’s sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com Learn more about your ad choices. Visit megaphone.fm/adchoices