Wealth on the Move
Stepping into 2023 with Jeffery Roach from LPL Financial (Ep. 9)
Remember back in high school and how boring Economics class was? As teenagers we just didn’t care about the ups and downs, or twists and turns of the economy. But now, as a Gen Xer, we have more interest because we are more invested.
Join Will and his guest Jeffrey Roach, Ph.D. Chief Economist at LPL Financial to discuss the economic landscape in 2022, and what is on the horizon for 2023.
Listen as Jeff discusses:
- What Gen Xers spend most of their annual total spending on
- Highlights from the LPL Financial Outlook
- How the Feds are preparing for the recession, and what you can do
- And more
Resources:
- LPL Financial
- LinkedIn: Mark Zabicki, CFA
- LPL Research Outlook 2023: YouTube
- LPL Research Outlook 2023: PDF
- LPL Research Inflation Chart
- LPL Newsroom: Weekly Commentary
Connect with Jeffrey Roach:
Connect with Will Hoffman:
- Hoffman Wealth Management
- (724) 522-5411
- will@hoffmanwealth.com
- LinkedIn: Will Hoffman
- Facebook: Hoffman Wealth Management
- YouTube: Hoffman Wealth Management
About Our Guest:
Jeffrey Roach is a financial economist with a background in capital markets, global macroeconomic research and portfolio management. Jeff started out in the Bank of America trading floor where he advised traders on what was happening in the markets and why, to an asset management firm where he helps shape investing decisions by evaluating and forecasting market trends, consumer behavior, and global risk. Jeff enjoys speaking about economics to a wide range of audiences. Jeffrey is currently the chief economist at LPL Financial.
About Our Host:
Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.