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Financial Commandments

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Manage episode 362414568 series 2098740
Konten disediakan oleh Brian Bowen. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Brian Bowen atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

What financial commandments should you be following? In this episode, we talk through what “thou shall” and “shall not” do when it comes to your finances and retirement planning. Brian shares some client examples of what this can look like and how to stay on the straight and narrow in order to reach your financial goals.

But before we jump in, we'll talk through some market predictions, how your net worth could be impacted by the current environment, and what to keep an eye on in the coming months. Stay tuned for some valuable insights and tips for making more informed financial decisions.

Here’s what you’ll learn on today’s show:

  • What should high net-worth individuals watch out for the next several months? (0:12)
  • Will the Fed reverse the rate hike? (9:22)
  • Thou shall not compare your investments to the stock market without the proper context. (11:40)
  • Thou shall not give up before giving your strategy enough time. (15:15)
  • Thou shall not chase big returns too late in life. (18:12)
  • Thou shall not ignore costs and fees. (21:30)

Get Additional Information: https://financialplanningva.com/podcast/

  continue reading

105 episode

Artwork
iconBagikan
 
Manage episode 362414568 series 2098740
Konten disediakan oleh Brian Bowen. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Brian Bowen atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

What financial commandments should you be following? In this episode, we talk through what “thou shall” and “shall not” do when it comes to your finances and retirement planning. Brian shares some client examples of what this can look like and how to stay on the straight and narrow in order to reach your financial goals.

But before we jump in, we'll talk through some market predictions, how your net worth could be impacted by the current environment, and what to keep an eye on in the coming months. Stay tuned for some valuable insights and tips for making more informed financial decisions.

Here’s what you’ll learn on today’s show:

  • What should high net-worth individuals watch out for the next several months? (0:12)
  • Will the Fed reverse the rate hike? (9:22)
  • Thou shall not compare your investments to the stock market without the proper context. (11:40)
  • Thou shall not give up before giving your strategy enough time. (15:15)
  • Thou shall not chase big returns too late in life. (18:12)
  • Thou shall not ignore costs and fees. (21:30)

Get Additional Information: https://financialplanningva.com/podcast/

  continue reading

105 episode

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