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The Value Of An Advisor During Market Turmoil
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Treść dostarczona przez Brad Barrett. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Brad Barrett lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
It is interesting how many of us improve our lives with different types of coaching, counseling and advising. However, many do not consider these when it comes to our money.
In today’s episode, Brad shares 3 pillars of advice when it comes to finances and why having a financial advisor is so important during times of market turmoil.
Listen now.
Show Highlights Include:
- A Vanguard Study (3:47)
- Pillar 1 - Portfolio Construction. (5:22)
- Pillar 2 - Wealth Management.(7:24)
- Pillar 3 - Behavioral Coaching. (8:48)
- Worry And Concern Are Not The Same. (12:12)
To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
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