Wealth Management & Financial Planning

Wealth Management & Financial Planning

Managing retirement takes a lot more than luck! 1148

Consider This Program with Jamie Burton and Grant Soliven, AIF.
In this segment we will cover:

When preparation meets planning, little luck is actually needed! On this episode of Consider This Program, we will talk about our Investment Playbook and several other crucial factors you need to think about.

Talking Points:
1. Investment playbook
2. Market capitalization
3. Difference between technical and fundamentals
4. Inflation – real vs. nominal

Resources –
• Investment Playbook defined by Financial Enhancement Group Investment Philosophy – https://yourlifeafterwork.com/investment-philosophy

• “A Ghost of the Past – Inflation” article by Joe Clark, CFP A Ghost of the Past – Inflation – https://yourlifeafterwork.com/a-ghost-of-the-past-inflation

Schedule your complimentary Next Steps meeting today!

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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