The Benefits of a Wealth Management Relationship - Part 2, Ep #199
Financial Symmetry: Balancing Today with Retirement
English - September 18, 2023 07:00 - 25 minutes - 20.2 MB - ★★★★★ - 45 ratingsInvesting Business Management financialplanning financialadvisor financialplanner investing money personalfinance retirement saving Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Investing is simple but not easy. To that end, what are the impacts if you do a poor job managing your investments?
Several studies from Vanguard and Morningstar have attempted to quantify how behavioral coaching can impact your savings. The numbers settle around 1.5-2%/yr. That may not sound like much, but could equate to millions of difference over 30+ years of savings.
On this episode, we continue to explore the benefits of the wealth management relationship. If you haven’t listened to the first part you can find it here.
Resources & People Mentioned Episode 198 - The Benefits of a Wealth Management Relationship – Part 1 Episode 177 - 10 Investing Principles: The Fundamentals That Guide Your Investing Decisions Episode 164 - Your Game Plan for Volatile Markets Episode 118 - Do You Ask These Questions When Selecting Investments? Episode 165 - Why You Need a Professionally Prepared Estate Plan Episode 176 - Estate Planning Tales from the Crypt Episode 194 - How to Optimize Your Estate Plan with Adam Tarsitano*****
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