Ep176 “Really REAL Talk with a Real Financial Planner”

The Really REAL Real Estate Podcast

Last week, to kick off October and Financial Planning Month, we here at The Really REAL Real Estate Podcast decided to share some of our own thoughts about financial planning. Well, amateur hour is officially OVER, because today, we have a bona fide financial planner who is highly knowledgeable and incredibly talented when it comes to financial planning to talk to us on a plethora of different topics, all related to financial planning. Please welcome back to the podcast today’s guest, Lucas Feathers, now of Feathers Family Financial LLC! TALKING POINTS (3-5):

• Introduction (Jason)
• Introduce yourself (Lucas)
• What should a basic retirement plan consist of for the average American family (i.e. emergency fund, 401(k), Roth IRA, etc.)?
  • Follow-up question – if someone had some disposable income, what unique investing routes do you consider for your clients if they already have the basic retirement plan in place (i.e. single stocks, cryptocurrency, etc.)
• With the market being as volatile as it has been over the last year, what are the pros and cons that you have seen for your clients from a long-term investing standpoint?
  • Secondary question – in a down market like we’ve seen in the last year, what is your recommendation to either older clients drawing on their retirement accounts or those who are not too far off from retiring to not put themselves in a precarious financial position?
• Where do you see the financial markets heading in the next 12 months, especially given the election in November 2024?
• Rapid fire questions – I simply want to wrap up the episode by throwing some basic financial terms at you and getting your first initial thoughts to those words as they pop into your head.
• Final thoughts

HASH TAGS: #retirement #financialplanning #financialplanningmonth #october #finanicalplanner LINKS: LUCAS: https://www.mutualofomaha.com/ https://agents.mutualofomaha.com/agents/pa/pittsburgh/lucas-feathers https://www.linkedin.com/in/lucas-feathers-4872991a JASON: https://jasonwilcox.cbintouch.com/ https://www.zillow.com/profile/jasonwilcox1987/ https://www.youtube.com/channel/UCrRksfKiMNteHKYRYrinAug?view_as=subscriber https://www.facebook.com/jason.wilcox.186 https://twitter.com/jason_wilcox1 https://www.instagram.com/jason.wilcox1/ CONTACT INFORMATION: LUCAS: Cell Phone: [phone] Email: [e-mail] [e-mail] JASON: Cell Phone: [phone] Email: [e-mail] AIR DATE: OCTOBER 13, 2023