38. Hope Springs Eternal - 2024 in Review | From the Trenches with James Boyle and Martha Kern

2024 was a year of volatility. Despite this, the S&P 500 finished the year 28% up – that’s on top of a 70% gain from the 2022 low. As always, the learning from this is that you just need to stay invested. Nobody knows what 2025 has in store but avoiding attempts to time the market will save you a lot of headache.

To speculate on 2025 and wrap up the year that was 2024, Richard and James are back in the trenches on the We're The Brits In America podcast, this time with CCO at Plan First Wealth Martha Kern.

Together they discuss the ‘Santa Claus rally’ often predicted for the holiday season, the complexities of Medicare and how to avoid expensive mistakes in your pre-retirement planning. Plus, tax compliance and ‘reasonable cause’: it was a big talking point this year, but what does it all mean for you?