A Portfolio is NOT a Plan

Zero to Unicorn

Το περιεχόμενο παρέχεται από το Norhart. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Norhart ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

24d ago 31:28

MP3•Αρχική οθόνη επεισοδίου

Summary
Chad Hufford, owner of Veritas Wealth Management, discusses the importance of having a strategic long-term financial plan and avoiding common mistakes made by investors. He emphasizes the need to focus on income rather than principle, and to have a target for retirement income needs. Hufford recommends owning a diversified portfolio of equities to provide steady income growth over time. He also highlights the importance of working with a financial planner who prioritizes the client's goals and objectives.

Takeaways
A portfolio is not a plan; it's important to have a strategic long-term financial plan that focuses on income.
Having a target for retirement income needs is crucial to determine the amount of invested capital required.
Owning a diversified portfolio of equities provides the best chance for steady income growth over time.
Avoid making emotionally-driven decisions based on fear or greed; stick to the long-term plan.
Work with a financial planner who prioritizes your goals and objectives.

Chad's new book - https://rb.gy/gduu12

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