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The Money Answers Show

The Money Answers Show

Monday at 12 Noon Pacific

November 09th 2015:RETIREMENT FUND MANAGER PONDERS YEAR-END OUTLOOK

Nathan Bachrach manages close to $700 million of retirement funds in a balanced portfolio for 1750 families. He thinks a hike in interest rates is way overdue but the markets will take it in stride. But because rates and bond prices move adversely, unrealized capital gains in his bond holdings will fall when rates reverse. And in today’s monetary environment, he can’t assume traditional asset allocation adjustments will work. What to do? Clients ask, What’s going to happen to Social Security? As long as Uncle Sam has taxing power, Social Security can’t go broke. It is a cash flow problem

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Featured Guest

Nathan Bachrach

Nathan Bachrach is a neighborly sort of fellow who was selling mutual funds and term insurance nights and weekends in Cincinnati 30 years ago. Now he manages $680 million of retirement funds for 1750 families. He owes his success to the rapport he has with ordinary people, “the other 99%” as he puts it, allowing for a little election year numbers rounding. He knows people over-complicate money matters and blames that on his fellow professionals, who keep people intimidated to attract business and justify fees. He believes in keeping it simple. He thinks of “retirement” not as a term from a financial glossary but a time “when you’re no longer employed and don’t want to be a greeter at Walmar
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https://www.voiceamerica.com/show/746/the-money-answers-show 26/11/2017 09:00 26/11/2017 10:00 The Money Answers Show https://www.voiceamerica.com/show/746/the-money-answers-show Nathan Bachrach manages close to $700 million of retirement funds in a balanced portfolio for 1750 families. He thinks a hike in interest rates is way overdue but the markets will take it in stride. But because rates and bond prices move adversely, unrealized capital gains in his bond holdings will fall when rates reverse. And in today’s monetary environment, he can’t assume traditional asset allocation adjustments will work. What to do? Clients ask, What’s going to happen to Social Security? As long as Uncle Sam has taxing power, Social Security can’t go broke. It is a cash flow problem to the extent more is paid out than paid in and Nathan comments on the solutions commonly discussed. The Social Security “file and suspend loophole” is now being phased out, but it confuses a lot of people and he clarifies it. Prepare for the holidays like you do for retirement. Stick to a budget, start early, never pay full price, use online shopping, avoid “little murderers” (wasted nickels and dimes). Oh, and get yourself a “Red Laser.” That’s an app for your iPhone that permits you to check product ratings and prices before you cash out. On gift cards: “Nothing says ‘I love you’ better than a crisp $20 bill.” VoiceAmerica | Talk Radio | Online Talk Radio studio@voiceamerica.com false DD/MM/YYYY Add to Calendar
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