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2 Things You Need to Consider Before Working with a Financial Expert with Jason Kavanaugh

Real Talk with Robin

English - May 24, 2021 07:00 - 13 minutes - 11.6 MB
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“This is your life savings. This is what your future is. This is what your legacy will be. So you want to be very, very cautious and careful. Don't rush that.” -Jason Kavanaugh

 

With all the lockdowns caused by the pandemic and other factors affecting the economy, many people can already see inflation on the horizon. But before you settle down with a conclusion, let’s look at the world of finance from the eyes of a financial expert. Jason Kavanaugh is the Founder of Concorde Investment Services and Concorde Holdings. In this episode, Jason shares changes we can expect in the financial world and how we can prepare for them. He also talks about how a financial investor can help you safeguard your life savings, where to invest, and how technology is already making revolutionary changes from an economic standpoint. Most importantly, Jason shares 2 important things to consider before working with a financial advisor.

 

Highlights: 

01:57 The Financial World in 2021 and Beyond

05:10 Why Work with a Financial Advisor

08:48 Knowledge and Chemistry

 

Information presented in this podcast is for educational purposes only, does not constitute as individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Past performance and forecasts are not indicative of future results. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC investment adviser. Insurance offered through Concorde Insurance Agency, Inc. (CIA) Wealth Progression Group is independent of CIS, CAM and CIA.