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Episode 46 - The perfect blocks for your financial plan

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Manage episode 372709478 series 2795594
内容由Edelweiss Mutual Fund Podcast提供。所有播客内容(包括剧集、图形和播客描述)均由 Edelweiss Mutual Fund Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

We are all looking for our niche – our area of expertise and comfort. And, once you find it, you want to hold on to it and follow it repeatedly. Then why should your financial plan be any different. The only caveat is that it takes time to find the block that completely fits you, which is why this approach is well-suited for you if you are closer to your retirement years. You ask why? Listen to our podcast to understand this relationship better.

Key takeaways:
· When you get to your 50s you have a better understanding of your risk profile, the investments that make you comfortable, and your exact goals. You know what works for you and what doesn’t.

· Thus, there is no need for you to experiment with new approaches to investing and get adventurous with your financial plan.

· At this juncture, all you need to do is consistently follow the approach that has served you well in the past and will serve you well in the future.

You can listen to the podcast on the Edelweiss Mutual Fund website, Spotify, Google Podcasts, and Apple Podcast. We hope you enjoyed this podcast and will tune in to listen to more such podcasts on investing nuggets.

  continue reading

54集单集

Artwork
icon分享
 
Manage episode 372709478 series 2795594
内容由Edelweiss Mutual Fund Podcast提供。所有播客内容(包括剧集、图形和播客描述)均由 Edelweiss Mutual Fund Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

We are all looking for our niche – our area of expertise and comfort. And, once you find it, you want to hold on to it and follow it repeatedly. Then why should your financial plan be any different. The only caveat is that it takes time to find the block that completely fits you, which is why this approach is well-suited for you if you are closer to your retirement years. You ask why? Listen to our podcast to understand this relationship better.

Key takeaways:
· When you get to your 50s you have a better understanding of your risk profile, the investments that make you comfortable, and your exact goals. You know what works for you and what doesn’t.

· Thus, there is no need for you to experiment with new approaches to investing and get adventurous with your financial plan.

· At this juncture, all you need to do is consistently follow the approach that has served you well in the past and will serve you well in the future.

You can listen to the podcast on the Edelweiss Mutual Fund website, Spotify, Google Podcasts, and Apple Podcast. We hope you enjoyed this podcast and will tune in to listen to more such podcasts on investing nuggets.

  continue reading

54集单集

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