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AI is driving plenty of excitement in the markets, but how much of that enthusiasm should investors actually chase?

John and Drew break down the excitement and risk surrounding AI investing, why hot IPOs deserve extra scrutiny, and what true diversification really looks like. They also sit down with Becky Swansburg, CEO of Stonewood Financial, to explore legislative and tax risk, and why diversifying how your retirement dollars are taxed may become increasingly important.

Here’s some of what we discuss in this episode:

🤖 AI Boom: Separate opportunity from market hype

🫧 Bubble Comparison: Compare today with the dot-com era

📈 IPO Strategy: Be careful chasing hot offerings

🧩 Diversification: Look beyond stocks and bonds

⚠️ Market Risk: Know what could actually hurt the plan

🏛️ Legislative Risk: Prepare for changing tax rules

🧾 Tax Diversification: Avoid relying on one tax bucket

Becky’s Book Available on Amazon:
The Road Less Taxed: How to Outsmart Washington and Take Control of Your Retirement: https://www.amazon.com/dp/B0GLGLT3KJ?lv=shuf&channelId=500&plpRedirect=mhFallback

🔗 Resources

🌐 Our website: https://creekmurwealth.com/

📞 Phone: 866-358-4441

📩 Contact our team: https://creekmurwealth.com/contact-us/locations

📅 Schedule your no-cost consultation: https://bookmytime.ai/lets-talk

🎓 Join us for our next financial workshop: https://creekmurwealth.com/events

▶️ Check us out on YouTube: https://www.youtube.com/channel/UCo1yCnWNzE9d0QKXHferjog

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