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Contenuto fornito da Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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Creating a Personal Investment Philosophy (Ep. 106)

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Manage episode 429481462 series 2515949
Contenuto fornito da Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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

Connect with Evermont Wealth:

  continue reading

112 episodi

Artwork
iconCondividi
 
Manage episode 429481462 series 2515949
Contenuto fornito da Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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

Connect with Evermont Wealth:

  continue reading

112 episodi

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