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#105 Maria Kutscher - Smart Women, Smart Money

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Manage episode 151538239 series 1030583
内容由Money Matters With Dino and Dino Katsiametis提供。所有播客内容(包括剧集、图形和播客描述)均由 Money Matters With Dino and Dino Katsiametis 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

So you think women don't enjoy talking about wealth strategy and finances? Well allow me to introduce you to Certified Financial Planner Maria Kutscher. Take a look at Maria's credentials:

  • Certified Financial Planner
  • Chartered Financial Analyst
  • Chartered Retirement Planning Consultant
  • Accredited Asset Management Specialist
  • Founder & CEO, Allovest

Here are some of the questions Dino asked Maria on this episode:

1) What do you think is one of the biggest risks for investors this year, that they aren’t aware of?

2) So what can investors do, what are some strategies to protect the bonds in your portfolio not if, but when interest rates start to rise?

3) What’s going on with oil and should we be adding energy to our portfolios?

4) We’ve just finished 6 straight years of stock market gains… can we make it to 7 years this year?

5) Most investors have some international stocks in their portfolio…. Given what’s happening overseas, what’s the update here?

6) Mutual funds or ETF’s… What’s the difference and are investors better off with one versus other?

7) Given your experience in designing investment portfolios, what do you feel is the key to a successful long-term investing strategy?

  continue reading

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Artwork
icon分享
 
Manage episode 151538239 series 1030583
内容由Money Matters With Dino and Dino Katsiametis提供。所有播客内容(包括剧集、图形和播客描述)均由 Money Matters With Dino and Dino Katsiametis 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

So you think women don't enjoy talking about wealth strategy and finances? Well allow me to introduce you to Certified Financial Planner Maria Kutscher. Take a look at Maria's credentials:

  • Certified Financial Planner
  • Chartered Financial Analyst
  • Chartered Retirement Planning Consultant
  • Accredited Asset Management Specialist
  • Founder & CEO, Allovest

Here are some of the questions Dino asked Maria on this episode:

1) What do you think is one of the biggest risks for investors this year, that they aren’t aware of?

2) So what can investors do, what are some strategies to protect the bonds in your portfolio not if, but when interest rates start to rise?

3) What’s going on with oil and should we be adding energy to our portfolios?

4) We’ve just finished 6 straight years of stock market gains… can we make it to 7 years this year?

5) Most investors have some international stocks in their portfolio…. Given what’s happening overseas, what’s the update here?

6) Mutual funds or ETF’s… What’s the difference and are investors better off with one versus other?

7) Given your experience in designing investment portfolios, what do you feel is the key to a successful long-term investing strategy?

  continue reading

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