With 2023 behind us, it is always good to reflect on the year we had but more importantly what lies ahead in 2024.
On the first show of the new year, Brad talks what the "experts" got right and what they got wrong in 2023... reminding us that no matter how this year turns out, we must ask ourselves, "Can my portfolio weather a storm?".
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Show Highlights Include:
To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
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3 Things EVERY Portfolio Should Have
Is Now The RIGHT TIME To Invest?
How To Deal With Financial UNCERTAINTY
Why YOU Need a Financial ADVISOR
Why PLANNING is so Important
A Tale as Old as Time... Timeless Investing Strategies
Fighting Fear in Investing
How You Know Its Time To Retire
Why Integration Matters
Perspective - Ukraine/Russia Conflict
5 Questions Around Money Everyone Should Know
Russia. Inflation. Interest Rates - Managing Risk in 2022
Looking Ahead in 2022 - OCM Playbook
What's Your Why? Understanding Your Money
Inflation Insulation: How to Protect Investments from Inflation
Johnny Paycheck and Wage Growth: Why It Matters For Your Portfolio
The 6 Sins of Money and Investing
Taking Perspective
Probabilities of Success
How Much is Enough?
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