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The Value Of An Advisor During Market Turmoil

The Value Of An Advisor During Market Turmoil

FromMake Your Money Matter


The Value Of An Advisor During Market Turmoil

FromMake Your Money Matter

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)

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.