Mid Year Update | Retirement Playbook Ep 70

In this episode of The Retirement Playbook, Brock Alspaugh and Tony Shore take a practical mid-year look at where markets have been, what could shape the second half of the year, and why retirees and pre-retirees may want to revisit their investment allocation before emotions or headlines drive decisions. They discuss inflation, interest rates, oil prices, company earnings, AI-driven market growth, tax planning opportunities, qualified opportunity zones, and the importance of rebalancing retirement accounts like 401(k)s. Brock also shares how Alspaugh Wealth Management helps individuals, families, and business owners think through retirement income, diversification, risk, and long-term planning in a way that fits their personal situation. Timestamps: 00:00 - Welcome and summer update 01:37 - Mid-year planning overview 01:57 - New website resources 04:16 - Expanded advisory team 05:25 - First-half market review 06:24 - Inflation and oil prices 08:48 - Company earnings and market strength 09:47 - AI and growth stock momentum 12:20 - Second-half market outlook 13:02 - Tax planning opportunities 14:13 - Qualified opportunity zones explained 18:01 - Why rebalancing matters 19:37 - Hype, emotion, and risky investments 22:18 - Reviewing your 401(k) 23:34 - Staying balanced through volatility 24:29 - General advice and next steps Ready to take your 401K to the next level? Call us at 573-332-7855 or visit www.alspaughwealthmanagement.com to schedule your consultation today! #FinancialAdvisor #FinancialAdvisorAtYourService #retirement #retirementplanning #SocialSecurity #retirementplan #wealthmanagement #ira #rothira #missouri #CapeGirardeau #healthcare #nursinghomes #seniorcare #eldercare #longtermcare #RMDs #requiredminimumdistribution #debtfree #debtfreejourney #MarketRecap #TaxPlanning #fire #retireearly #MaxOut401k #HSATips