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Sector Investing, 401(k) Optimization, & Self-Planning (9/2/2023)
Manage episode 376002727 series 3083349
コンテンツは Alec Kelso and The Real Money Pros によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Alec Kelso and The Real Money Pros またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Alan and Brian start by talking about the world of sector investing and its benefits, while also cautioning against the pitfalls of over or underweighting in a specific sector. Don't underestimate your 401(k) – it's one of your most valuable assets! Learn why precision is key when selecting investments for your 401(k) and how a knowledgeable financial advisor can make a difference when it comes to growth in that account. Your company's investment strategy may not be the most optimized... Finally, we underscore the importance of comprehensive financial planning, whether it's partnering with an advisor or meticulously navigating the process yourself. Bucket strategy, reviewing insurance policies, chartible giving, and more.
Hosts:
Alan Holman, CFP®, Wealth Advisor
Brian Wiley, Financial Advisor
The Real Money Pros:
https://www.therealmoneypros.com
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SPONSORS:
Academy Mortgage:
https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor
Lively (HSAs and FSAs)
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Advisor Insurance Solutions:
https://advisorinsurancesolutions.com/
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