Equipping Points:
What does the voice of greed sound like? We hear a lot in the financial space, some of it sound advice, and some of it just plain greedy (and even risky). There’s a time and a place for risk, but it comes down to planning. Not all of your money should have the same risk profile. Working with a financial advisor can help you determine how much risk is good vs. having safety.
Instead of basing your finances on your neighbor or the latest “hot tip” on the news, you want to assess what it is that you need. Having an advisor on your side can help keep you grounded and focused on what you need and focused on the goals ahead.
Here’s some of what we discuss in this episode:
- The market’s doing great, it’s a good time to invest!
- Did you hear the hot tip? Hot tips are lukewarm at best.
- Playing catch-up with the retirement savings of the Joneses isn’t always what you most need.
- When the market was doing well, you might DIY it.
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
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