https://youtu.be/2w9zf5W4UtE
On This Episode:
When most people think about financial planning, investing is one of the first things that comes to mind. While there’s much more that goes into building a comprehensive plan, the investment piece is still a primary focus when we first sit down with a client.
Investment planning is more than just putting your money in the stock market. It’s about aligning your investment portfolio with your specific retirement goals. Today we’ll get into our approach to investing. This process involves understanding how much risk you’re willing and able to take, and then building a portfolio that matches those parameters. It’s a personalized approach that ensures your investments are working towards your unique financial objectives.
So, what should you do next? If you’re looking to invest wisely and make conscious, intentional decisions about your financial future, the best place to start is by getting a free retirement assessment from Wyze Wealth Advisors. This initial assessment will help you understand your current investment situation and identify an optimal allocation based on your specific goals and risk tolerance. Use the contact info below to get in touch.
Key Moments:
0:00 – Intro
1:06 – What is investment planning?
2:30 – Goal for investing in retirement
4:48 – Managing risk
7:46 – Fees
Resources:
Get your personalized Retire WYZE Assessment: A simple 3-step process where you can evaluate our services and expertise to make an informed decision about hiring a wealth advisor.
Click here for other ways to contact the team.
Explore case studies to see how we’ve helped clients.
[podcast_subscribe id=”218″]
