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· Financial Planning, Investments, Media Mentions, Retirement, Tax Planning

Media Highlight: Interview with Spectrum News

Brett Koeppel, a Buffalo fee-only financial planner, sat down with Spectrum News to discuss recent market volatility.

This one ran elsewhere. Read the full piece at the source.

Brett sat down recently with Viktoria Hallikäär of Spectrum News 1 Buffalo to discuss market volatility, inflation, and how it might impact consumers.

In the interview, he touched on the importance of spending your energy on things you can control: your investment mix, the concept of rebalancing, maintaining a cash buffer, and how to save on taxes when markets are bumpy.

Check out the full segment below!

Western NY financial planner addresses concerns over current stock market volatility

Brett A. Koeppel, CFP®

Brett is a fee-only fiduciary financial planner and the founder of Eudaimonia Wealth in Buffalo, New York. He works with Western New York families at or near retirement on tax-efficient income, Roth conversions, and Social Security timing.

Eudaimonia Wealth, LLC is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. Nothing on this site is investment, tax, or legal advice, or an offer to buy or sell any security. Articles reflect conditions and tax law at the time of writing and may not reflect current rules.

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