#Podcast: How to Build an Investment Portfolio - What you NEED to know!
Our financial wizards Rex Baxter, Brandyn Smith, and Dan Nelsen help us navigate how to structure an investment portfolio and deal with the ups and downs of the market over time to eventually build wealth.
WHAT WE COVER
- How do you start building an Investment Portfolio?
- How do you predict market downturns?
- How do I know the amount of my portfolio that needs to be in higher risk versus less volatile assets?
- Types of risk tolerances.
- Planning for the future - Calculate living expenses, factor in taxes, inflation, Social Security, etc. Then determine annual distribution needs and multiply that by 5. ( 2008 took about 4 years to recover from the bottom, but was down for about 5.5 years)
- Gut Risk- Even if the plan can handle the ups and downs, we don’t ever want to put a client in a place they feel uncomfortable.
- Timing the market - Can it be done?
- Do you ever see people in the wrong risk tolerances?
- When is it time to adjust your portfolio?
Contact Info: planwithbaxter.com
Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams
Consider supporting the podcast: https://www.buymeacoffee.com/banyanmedia
This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com. The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.
Van Sessions ROOTS at The Brue Haus - Sammy Brue
Through the Pines Ep. 26 - The ULTIMATE Financial Plan
Van Sessions at The Monarch - The Better Daze
Van Sessions at The Monarch - Old Ghost
LITerally Ep. 59 - Adrian Stumpp: The Crow’s Head, The Chemical Marriage: Book 1
Through the Pines Ep. 24 - How to Take Money OUT of an IRA
Van Sessions at The Monarch - Dave Quackenbush
How to Put Money In an IRA // Through the Pines Podcast
Van Sessions at The Monarch - The Proper Way
Van Sessions at The Monarch - Christian Scheller
Through the Pines Ep. 22 - How to Stick to a Budget
Van Sessions at The Monarch - Giants in the Oak Tree
Through the Pines Ep. 21 - LOVE and MONEY, How to Structure Finances as a Couple
Van Sessions at The Monarch - Mars Highway
Through the Pines Ep. 20 - Build a Money Base, Managing Money in Your Teens and 20s.
Van Sessions at The Monarch - Fever Dream
LITerally Podcast Ep. 58 - Taylor Garcia, Functional Families
Van Sessions at The Monarch - Wood Carver
Through the Pines Ep. 19 - Bear Market Basics
LITerally Podcast Ep. 57 - The River Between Hearts - Heather Mateus Sappenfield
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