roadmap to RETIREMENT

roadmap to RETIREMENT


Episode 10: 2024 Election & Investments with Luke Lloyd

May 30, 2024

This week’s episode of Roadmap to Retirement, we are joined by Luke Lloyd CRPC®, Senior Wealth Advisor and Investment Strategist at Strategic Wealth Partners in Cleveland, OH.


Luke and I discussed the concern for investments surrounding the 2024 Election year. We touched on many topics and questions clients have asked in the past so you don’t want to miss this episode!


Key Takeaways:


  • General outlooks for 2024/Factors effecting the market – Inflations, Election, Market Trends, etc.
  • Investing in an election year and its trends
  • Policy decisions that could affect investment outcomes
  • Common mistakes people make with their investments
  • Sitting President dies or leaves office due to declining health – how will the market react
  • Common misconceptions between politics and investments
  • Leadership handling funding for security in the future