December has been a little unsteady on Wall Street and many want to capitalize on the market dips. On this episode, Mike boils down how some indicators are reminiscent of 2007 and what investors need to consider. Plus, he explains how to prepare for possible volatility in the new year, along with continued inflation and the unknowns of Biden’s tax plan. He then reflects on the joy he feels as a fiduciary financial advisor when helping people create a plan that shows when they have the freedom to tell their boss to “take this job and shove it.”

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See omnystudio.com/listener for privacy information.