• Creating a Personal Investment Philosophy (Ep. 106)

  • Jul 18 2024
  • Duración: 32 m
  • Podcast

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Creating a Personal Investment Philosophy (Ep. 106)

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  • Resumen

  • 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

    Connect with Evermont Wealth:

    • matthew@evermont.com
    • joshua@evermont.com
    • (909) 296-7977
    • Evermont.com
    • LinkedIn: Matthew Theal
    • LinkedIn: Brent Pasqua
    • LinkedIn: Joshua Winterswyk
    • LinkedIn: Evermont Wealth
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