MI247: Getting in the Game: Investing Early and Often w/ Mark Boyer & Jason Jacobi
发布时间 2023-01-10 10:00:00 来源
摘要
Rebecca chats with Mark Boyer and Jason Jacobi. They discuss their current outlook for the market in 2023, the importance of “getting in the game” and investing early and often, time-tested strategies that investors can use to weather any market cycle, how to determine what mix of assets is right to meet an investor’s goals, what are some of the main behavioral mistakes investors make during downturns, the year-end checklist that investors should review for their financial plan and strategy, what constitutes a well built financial plan or “game plan”, how wealth transfers may greatly impact Millennials going forward and how to incorporate this into their planning, and so much more!
IN THIS EPISODE, YOU’LL LEARN:
04:05 - Their current outlook for the market for 2023.
08:02 - The importance of “getting in the game” and investing early and often.
11:47 - Time-tested strategies that investors can use to weather any market cycle.
23:26 - How to determine what mix of assets is right to meet an investor’s goals.
26:47 - What are some of the biggest behavioral mistakes investors make and how to avoid them.
32:55 - The year-end checklist that investors should review in terms of their financial plan and strategy.
39:24 - What constitutes a well-built financial plan or “game plan”.
42:57 - How wealth transfers may greatly impact Millennials going forward and how to incorporate this into their planning.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Check out: Boyer Financial Services.
Related Episode: How to Create a Recession-Proof Financial Plan w/ Dave Alison – MI234.
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Disclosure: The opinions voiced in this show (Millennial Investing) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All performance referenced is historical and is no guarantee of future results.
All indices are unmanaged and may not be invested into directly.
Jason Jacobi and Mark Boyer is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Connect with Mark & Jason: Website |LinkedIn
Connect with Rebecca: Twitter | Instagram
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