Why Are You Invested The Way You Are

2021-08-30

Welcome to another episode of Financial Clarity for Doctors. In today's episode we want to talk about investing. Specifically, investing towards your specific financial goals. What would most people say if you asked them, "Why are you invested the way you are?" We also discuss: Risk Return Objectives Time Horizons Liquidity Needs Income VS Growth ESG Investing For more financial planning tips from Corey and Rachelle, find them on social medi...

Welcome to another episode of Financial Clarity for Doctors. In today's episode we want to talk about investing. Specifically, investing towards your specific financial goals.

What would most people say if you asked them, "Why are you invested the way you are?"

We also discuss:

Risk Return Objectives
Time Horizons
Liquidity Needs
Income VS Growth
ESG Investing

For more financial planning tips from Corey and Rachelle, find them on social media!

LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance

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Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.

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