Creating a Personal Investment Philosophy (Ep. 106)

Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2M ago 32:25

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In this episode of Retirement Plan Playbook, host Brent Pasqua and Matthew Theal delve into the significance of creating a personal investment philosophy.

They discuss key elements such as risk tolerance, goals, and time horizons while sharing their own investment strategies.

The hosts also review the latest financial headlines, including the implications of the Consumer Price Index drop and Costco's membership fee hike.

They emphasize the importance of consulting a financial advisor for portfolio management and offer practical tools and tips for researching investments.

00:22 Summer Plans and Personal Updates

01:43 Hot Take Headlines: Consumer Price Index and Fed Rate Cuts

05:38 Costco Membership Fee Increase

07:06 Creating Your Personal Investment Philosophy

08:55 Investment Strategies and Risk Tolerance

17:34 The Importance of Staying Invested

27:38 RPA Recommends: Social Media and AI Tools

31:11 Closing Thoughts and Contact Information

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109 에피소드

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