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Financial Commandments

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Manage episode 362414568 series 2098740
内容由Brian Bowen提供。所有播客内容(包括剧集、图形和播客描述)均由 Brian Bowen 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

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

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Manage episode 362414568 series 2098740
内容由Brian Bowen提供。所有播客内容(包括剧集、图形和播客描述)均由 Brian Bowen 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

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

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