Creating a Personal Investment Philosophy (Ep. 106)

Retirement Plan Playbook

内容由Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk提供。所有播客内容（包括剧集、图形和播客描述）均由 Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk 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。

3M ago 32:25

MP3•单集首页

In this episode of Retirement Plan Playbook, host Brent Pasqua and Matthew Theal delve into the significance of creating a personal investment philosophy.

They discuss key elements such as risk tolerance, goals, and time horizons while sharing their own investment strategies.

The hosts also review the latest financial headlines, including the implications of the Consumer Price Index drop and Costco's membership fee hike.

They emphasize the importance of consulting a financial advisor for portfolio management and offer practical tools and tips for researching investments.

00:22 Summer Plans and Personal Updates

01:43 Hot Take Headlines: Consumer Price Index and Fed Rate Cuts

05:38 Costco Membership Fee Increase

07:06 Creating Your Personal Investment Philosophy

08:55 Investment Strategies and Risk Tolerance

17:34 The Importance of Staying Invested

27:38 RPA Recommends: Social Media and AI Tools

31:11 Closing Thoughts and Contact Information

Connect with Evermont Wealth:

112集单集

#Personal Finances #Lifestyle #Trading #Business #Business News #Matthew Theal #News