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How to Create Your Financial Plan on Purpose
Manage episode 348234537 series 2836180
Jamie Hopkins of the Carson Group, and co-author of "Find Your Freedom - Financial Planning for a Life on Purpose", joins the show to talk about what financial freedom really means, and how to build your wealth with purpose. Plus, key sectors of the U.S. stock market are breaking out to six-month highs and the good breadth is starting to spread. Yet valuations still look steep compared to other post-bubble cycles. We dig into the fundamentals to understand the potential outcomes. And, why counterparty risk is our term of the week.
LINKS FOR SHOW NOTES
https://www.thriftbooks.com/a/jamie-p-hopkins/2650763/
https://business.bofa.com/en-us/content/market-strategies-insights.html
https://www.spglobal.com/spdji/en/research-insights/education/
https://www.investopedia.com/terms/c/counterpartyrisk.asp
https://www.investopedia.com/terms/d/defaultrisk.asp
https://www.investopedia.com/terms/c/cape-ratio.asp
https://selfserve.decipherinc.com/survey/selfserve/14c3/210402
https://ycharts.zoom.us/webinar/register/1616649126367/WN_35G2xMzdTyC-vJ2pdxFa-g
187 tập
Manage episode 348234537 series 2836180
Jamie Hopkins of the Carson Group, and co-author of "Find Your Freedom - Financial Planning for a Life on Purpose", joins the show to talk about what financial freedom really means, and how to build your wealth with purpose. Plus, key sectors of the U.S. stock market are breaking out to six-month highs and the good breadth is starting to spread. Yet valuations still look steep compared to other post-bubble cycles. We dig into the fundamentals to understand the potential outcomes. And, why counterparty risk is our term of the week.
LINKS FOR SHOW NOTES
https://www.thriftbooks.com/a/jamie-p-hopkins/2650763/
https://business.bofa.com/en-us/content/market-strategies-insights.html
https://www.spglobal.com/spdji/en/research-insights/education/
https://www.investopedia.com/terms/c/counterpartyrisk.asp
https://www.investopedia.com/terms/d/defaultrisk.asp
https://www.investopedia.com/terms/c/cape-ratio.asp
https://selfserve.decipherinc.com/survey/selfserve/14c3/210402
https://ycharts.zoom.us/webinar/register/1616649126367/WN_35G2xMzdTyC-vJ2pdxFa-g
187 tập
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