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Your 'Why' Will Tell You Exactly How to Invest (9/30/2023)
Manage episode 378577679 series 3083349
Контент предоставлен Alec Kelso and The Real Money Pros. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Alec Kelso and The Real Money Pros или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
What is your 'why'? Why did you buy that stock? Why did you put your money into a CD? Is it because someone told you to, or did you copy someone else's strategy? There's a reason why it's called personal finance – it's personal to you. Jeremiah and Nic, in the first hour, talk about designing plans that work best for you, regardless of whether it applies to anyone else. Plus, listener questions! In the last half, Brian returns to the studio to focus on discovering strengths and weaknesses and finding solutions. Working with professional advisors, consider upgrading your advisors, and avoid getting too caught up in high-flying investment issues. After all, in reality, politics shouldn't dictate how you invest.
Hosts:
Brian Wiley, Financial Advisor
Jeremiah Bates, Financial Advisor
Nic Daniels, BFA™, Financial Advisor
The Real Money Pros
https://www.therealmoneypros.com
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SPONSORS:
Academy Mortgage:
https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor
Lively (HSAs and FSAs)
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Advisor Insurance Solutions:
https://advisorinsurancesolutions.com/
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