Event report
October 2023 pre-retirement seminar - inflation and retirement
Buck Bandura, CFP® discusses the challenges inflation present Americans and how to overcome and plan for them.
Fourty years of declining interest rates have ended and we must consider what higher interest rates mean to the investor and those planning to retire someday.
Buck Bandura started his career as a financial advisor in 1998. In 2004 he obtained the CERTIFIED FINANCIAL PLANNER™ certification. Currently Matrix Wealth Management oversees over $243million as of 9/5/2023. Buck is a native Arizona resident, graduated with a degree in finance from Arizona State University and bleeds maroon and gold! After eight years at a prestigious national brokerage firm Buck decided it was time to own his own business. Matrix Wealth Management opened its doors in May of 2006 and strives to give clients a boutique, small office feel with the breadth of products that come with being associated with Wells Fargo Advisors Financial Network, LLC. Buck's goal for the future is to enhance the principles of investment planning by a simple common sense approach toward our client's preservation of wealth.
Note: there are some short technical difficulties around minute 32; the video is frozen but the audio continutes
Presentation outline