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What’s the Best Investment Strategy for Women Nearing Retirement?

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Manage episode 445571065 series 3599130
内容由Wes Cuprill提供。所有播客内容(包括剧集、图形和播客描述)均由 Wes Cuprill 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

In this episode of the Wealth Wise Women podcast, host Wes Caprill delves into the emotional side of investing and how to manage it effectively. Wes shares insights on the common question investors face: "Will I be okay?" and emphasizes the importance of having a comprehensive financial plan that answers with a resounding yes.
Discover strategies to navigate market turbulence, avoid rash decisions, and maintain a long-term perspective. Learn why checking your balances daily might not be the best idea and how understanding market dynamics can help you stay calm. Wes also highlights the significance of having a holistic financial advisor who is there for both the good and bad times, acting as both a financial and life coach.
Tune in to explore these strategies and ensure your financial journey is driven by confidence rather than fear.

(00:00) Introduction

(02:00) Managing Emotions in Investing

(Becky) Importance of a Comprehensive Plan

(10:00) The Pitfalls of Market Timing

(15:00) Strategies for Emotional Management

(20:00) The Role of a Holistic Financial Advisor

(25:00) Conclusion

________
Like what you heard? Listen to more episodes here: https://podcasts.apple.com/us/podcast/wealth-wise-women-podcast/id1768763274

Follow us on Instagram: https://www.instagram.com/moneyandclarity

Want to learn more about how we can help with your financial planning? https://moneyandclarity.com/

Enjoying Wealth Wise Women? Show your support by leaving a review and rating for the show.

  continue reading

6集单集

Artwork
icon分享
 
Manage episode 445571065 series 3599130
内容由Wes Cuprill提供。所有播客内容(包括剧集、图形和播客描述)均由 Wes Cuprill 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

In this episode of the Wealth Wise Women podcast, host Wes Caprill delves into the emotional side of investing and how to manage it effectively. Wes shares insights on the common question investors face: "Will I be okay?" and emphasizes the importance of having a comprehensive financial plan that answers with a resounding yes.
Discover strategies to navigate market turbulence, avoid rash decisions, and maintain a long-term perspective. Learn why checking your balances daily might not be the best idea and how understanding market dynamics can help you stay calm. Wes also highlights the significance of having a holistic financial advisor who is there for both the good and bad times, acting as both a financial and life coach.
Tune in to explore these strategies and ensure your financial journey is driven by confidence rather than fear.

(00:00) Introduction

(02:00) Managing Emotions in Investing

(Becky) Importance of a Comprehensive Plan

(10:00) The Pitfalls of Market Timing

(15:00) Strategies for Emotional Management

(20:00) The Role of a Holistic Financial Advisor

(25:00) Conclusion

________
Like what you heard? Listen to more episodes here: https://podcasts.apple.com/us/podcast/wealth-wise-women-podcast/id1768763274

Follow us on Instagram: https://www.instagram.com/moneyandclarity

Want to learn more about how we can help with your financial planning? https://moneyandclarity.com/

Enjoying Wealth Wise Women? Show your support by leaving a review and rating for the show.

  continue reading

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