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2025: Financial Trends You Can’t Ignore

california financial ira trends Feb 14, 2025

What trends will shape your financial decisions in 2025?

Terry Wheeler reflects on the surprising twists of 2024 and anticipates the challenges and opportunities of the coming year. He touches on key movements in stocks, the unexpected rise of crypto, and the critical shifts in real estate and federal debt. 

Terry discusses: 

  • Market surprises and the importance of defense [00:00:41]
  • The rising impact of cryptocurrencies [00:02:44]
  • Key trends and financial strategies for 2025 [00:03:52]
  • The growing communication shift away from mainstream media [00:06:08]
  • Federal debt dilemmas and their implications [00:10:05]
  • Real estate price surges and potential market corrections [00:13:20]
  • The importance of downside protection and diversified investments [00:19:38]
  • Roth conversions and tax strategies for the future [00:26:36]
  • And more

Resources:

Protecting Your IRA for the Next Generation - https://wemoneytalk.blubrry.net/2024/07/11/protecting-your-ira-for-the-next-generation-ep-12/


Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit of protect against loss in period of declining values. Past performance does not guarantee future results. 

This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial; professional before making any investment decision. For illustrative use only.

 

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