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Creating a Personal Investment Philosophy (Ep. 106)
Manage episode 429481462 series 2515949
Treść dostarczona przez Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk 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.
In this episode of Retirement Plan Playbook, host Brent Pasqua and Matthew Theal delve into the significance of creating a personal investment philosophy.
They discuss key elements such as risk tolerance, goals, and time horizons while sharing their own investment strategies.
The hosts also review the latest financial headlines, including the implications of the Consumer Price Index drop and Costco's membership fee hike.
They emphasize the importance of consulting a financial advisor for portfolio management and offer practical tools and tips for researching investments.
00:22 Summer Plans and Personal Updates
01:43 Hot Take Headlines: Consumer Price Index and Fed Rate Cuts
05:38 Costco Membership Fee Increase
07:06 Creating Your Personal Investment Philosophy
08:55 Investment Strategies and Risk Tolerance
17:34 The Importance of Staying Invested
27:38 RPA Recommends: Social Media and AI Tools
31:11 Closing Thoughts and Contact Information
Connect with Evermont Wealth:
109 odcinków
Udostępnij
Manage episode 429481462 series 2515949
Treść dostarczona przez Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk 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.
In this episode of Retirement Plan Playbook, host Brent Pasqua and Matthew Theal delve into the significance of creating a personal investment philosophy.
They discuss key elements such as risk tolerance, goals, and time horizons while sharing their own investment strategies.
The hosts also review the latest financial headlines, including the implications of the Consumer Price Index drop and Costco's membership fee hike.
They emphasize the importance of consulting a financial advisor for portfolio management and offer practical tools and tips for researching investments.
00:22 Summer Plans and Personal Updates
01:43 Hot Take Headlines: Consumer Price Index and Fed Rate Cuts
05:38 Costco Membership Fee Increase
07:06 Creating Your Personal Investment Philosophy
08:55 Investment Strategies and Risk Tolerance
17:34 The Importance of Staying Invested
27:38 RPA Recommends: Social Media and AI Tools
31:11 Closing Thoughts and Contact Information
Connect with Evermont Wealth:
109 odcinków
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Podobny do Retirement Plan Playbook
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Find distressed properties for pennies on the dollar and turn them for huge profits!
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