28 min listen
The Value Of An Advisor During Market Turmoil
The Value Of An Advisor During Market Turmoil
ratings:
Length:
17 minutes
Released:
Mar 22, 2023
Format:
Podcast episode
Description
It is interesting how many of us improve our lives with different types of coaching, counseling and advising. However, many do not consider these when it comes to our money. In today’s episode, Brad shares 3 pillars of advice when it comes to finances and why having a financial advisor is so important during times of market turmoil. Listen now. Show Highlights Include: A Vanguard Study (3:47) Pillar 1 - Portfolio Construction. (5:22) Pillar 2 - Wealth Management.(7:24) Pillar 3 - Behavioral Coaching. (8:48) Worry And Concern Are Not The Same. (12:12) 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. SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
Released:
Mar 22, 2023
Format:
Podcast episode
Titles in the series (100)
Looking Ahead in 2022 - OCM Playbook: If you watch the news, you think our economy is crumbling apart. We have record-breaking inflation, high unemployment, and bumps and bruises in the market. But is it all bad news? According to our analyses, there’s several reasons to... by Make Your Money Matter