3 Lessons Learned In 2022 So Far | You’re Mid-Career

2022 has been a tough year all around.  So in this episode, I'm breaking down three observations I've seen so far in 2022 for mid-career individuals and what we can learn from those observations.  I try to explore these observations and lessons learned through a financial planning lens for the everyday person.

 

01:00 - Intro 

02:20 - Observation 1: Traditional backup savings plans don't cut it

03:25 - What can we learn: How to create a good backup plan AND a backup, backup plan

 

05:22 - Observation 2: Not diversified enough in your investments 

06:40 - What can we learn:  How earmarking accounts and addressing risk according to that account can help 

   

08:00 - Observation 3: Seeing an opportunity to be opportunistic 

08:50 - What can we learn:  Strategies to take advantage of down markets to better your long term financial plan

 

 

Ryan Hitchcock

Financial Planner

High Point Capital Group

Direct: 414-253-4611

rhitch@hpcg.com

 

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results.  Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. 

1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.