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Healthy, Wealthy, & Wise Retirement Podcast


Jun 29, 2022

On today's episode, we talk through 7 principles for finding peace during unpeaceful markets.

One thing is certain for investors- as much as we'd like the market to continually go up, we will be better off if we prepare for "when" not "if" the market will once again hit tough times in the future. Hopefully by arming you with these 7 principles, you will be better equipped for whenever that may be. 

 

Resources mentioned on today's show:

12 Questions to Ask Your Financial Advisor-  we discussed the importance of setting up a financial plan, and if you choose to do this with an advisor, these questions can help you find the right one for you

Roll with the Changes- Pastor Scott Rains discusses the science of change and how we can think more positively 

Tax Harvesting- we discussed the importance of tax-loss harvesting when assets have dropped in value

ShermanL@IntegrityGuidance.com email me with "Markets Cheat Sheet" in the subject line for today's cheat sheet (we have the Inflation Checklist attached already)

 

What is a Fiduciary?

About Me

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For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch 

You can also find Loren at shermanl@integrityguidance.com 

 

Additional Resources Discussed on the Show

Healthy, Wealthy, & Wise YouTube