We’re all doing our best to take the social distancing guidelines to heart by changing the way we’re living right now, but let’s take a break from the seriousness of it all with a lighter discussion on separation. What would that look like if social distancing was applied to your financial planning?
Read more and get additional resources here: https://theuswealthadvisors.com/2020/04/ep-7-social-distancing-for-your-money/
0:40 – Some background on our topic today.
2:31 – First one: Your emergency fund and the stock market
5:38 – Second one: Life insurance and our investments.
7:42 – Third one: High turnover investment strategies and after-tax brokerage accounts
10:10 – Final one: Your emotions and your investment decisions.
Ep 11: If Only You Had Hindsight
Ep 10: Financial Planning - When The Customer Isn't Always Right
Ep 9: Avoiding Financial Lies and Mistruths
Ep 8: How Do We Create Predictable Income?
Ep 6: Market Crash Hall of Fame
Ep 5: What’s Your Level of Desire to Retire?
Ep 4: How Bias Affects Your Investing Decisions
Ep 3: How Emotions Impact Financial Decision-Making
Ep 2: Inheritances 101 – What You Need to Know
Ep 1: Welcome To The New 'Her Wealth Matters' Podcast
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