In today's episode, President and Wealth Advisor Jeff Bernier, CFP®, ChFC, CFS delves into the world of investing and explores how a well-defined investment philosophy can be your guiding light through market turmoil and triumphs.
📈 From the Great Financial Crisis to the dominance of AI-driven stocks, we journey through changing financial landscapes over our investing lifetime. Uncovering the power of a solid investment strategy may help long-term investors stay the course.
🌐 Jeff discusses the importance of understanding who you are and what you believe, and how these factors shape your investment choices. Take inventory of your resources – both financial and non-financial – and craft a strategic plan that enables you to stick to it even in challenging times.
🔑 Learn broad principles for long-term investing: thinking beyond the now, diversifying wisely, and keeping costs low while tax efficiency remains high. Discover how managing behavior and expectations can be pivotal in your investment journey, as we decode the happiness equation: reality - expectations.
🌍 Owning the world’s great businesses has proven to be an effective wealth-building strategy. We explore how the last 50 years have seen remarkable growth, with US stocks increasing about 32 times, driven by factors such as population growth and innovation.
🛤️ Join Jeff as he outlines key principles to implementing a long-term investment portfolio, backed by evidence-based research. He'll also dive into the importance of diversification across asset classes and the recognition that the future might not always mirror the past.
🎯 The ultimate goal? Helping you build and preserve wealth over time, by staying true to your investment philosophy. Tune in to this episode to gain valuable insights and strategies that may empower you to weather market fluctuations and build a prosperous financial future.
https://www.tandemgrowth.com/resources/money-meaning-show
#InvestmentPhilosophy #StayTheCourse #RationalInvesting
Why Risk Management should be a part of a Holistic Wealth Management Plan--with special guest Tyler Smith, a specialist in income protection
Everything I Learned About Investing I Learned in Court
Investment Update for Midyear 2020
Navigating the complexities of Medicare with special guest Melinda Caughill
How to Reclaim Your Time and Live a Happier Life with Dr. Ashley Whillans
Take the opportunity to carve out time for Deep Work
The impact of the SECURE Act on your retirement savings
Tax-advantaged gifting strategies—with special guests Boyd Bailey and Rachel Watson
A New Year’s buffet: Make 2020 your best year yet!
How and when to claim Social Security—with special guest Alicia Lipscomb
End-of-Year Planning: What’s on your checklist?
Minds, Markets & Money—with special guest Dr. Daniel Crosby
The Path to Purpose—with special guest Rick Thompson
The Power of Decisions: Moulaye Niang’s path from star athlete to valued portfolio advisor
The Experience Transformer: Turning every experience into a learning experience
Getting rational: Lessons from Hans Rosling on how real data about the real world can drive better investment decisions
Millennials and Money: Special guest Cam Marston shares how to talk money with your next generation
The true cost of ‘certainty’ when investing for the future
Achieve life-long financial freedom by creating an income stream that can actually rise in retirement
Exploring your "Retirementality" with special guest Mitch Anthony
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast