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Worried About Your Investments?

Worried About Your Investments?

FromMake Your Money Matter


Worried About Your Investments?

FromMake Your Money Matter

ratings:
Length:
24 minutes
Released:
Nov 2, 2022
Format:
Podcast episode

Description

If you are worried about your money heading toward retirement, you are not alone. A popular poll suggests that 77% of pre-retirees are worried about a recession. On today's podcast, Brad takes us through some very eye-opening stats that may not sit well with everyone. However, we are reminded that it is much worse in our imagination and that having a plan and staying disciplined is the key. Listen now.  Show Highlights Include: Kiplinger Poll May Shock You. (1:45)  The Elephant In The Room. (3:02) The More You Have, The More You Have To Lose.(7:39)  Prof. Jeremy Siegel On CNBC (13:35)  The Book: "Atomic Habits". (17:16)  Do Not Create An Investment Plan Based On Stats. (21:21)  Source: https://www.yahoo.com/now/kiplinger-athene-poll-retirees-worried-131753028.html To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
Released:
Nov 2, 2022
Format:
Podcast episode

Titles in the series (100)

Make Your Money Matter is a show dedicated to separating myth from truth, so you may avoid the most common mistakes many Americans make with their money and make better financial decisions. Your host Brad Barrett, CFP® is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing over $2.5 Billion in assets for clients across the country. He has advised individuals and families for over 15 years, is an active member of Kingdom Advisors, a biblically based advisory network and holds the Certified Financial Planner™ designation.