Creating a Personal Investment Philosophy (Ep. 106)

Retirement Plan Playbook

Kandungan disediakan oleh Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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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 episod

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