Creating a Personal Investment Philosophy (Ep. 106)

Retirement Plan Playbook

Nội dung được cung cấp bởi Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

2M ago 32:25

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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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