The Investment Playbook Podcast by Pejovic Bighill Private Wealth

Pejovic & Bighill Private Wealth

Welcome to The Investment Playbook Podcast by Pejovic Bighill Private Wealth, a free podcast targeting high net worth individuals, family offices, institutional capital, as well as other sophisticated investors. The Investment Playbook is all about helping you call the right plays to protect and grow your wealth. From monetary policy, geo-politics, to investment strategy, we cut through the noise to deliver sharp insights on the global macro forces shaping your money. Make sure you follow along to get our favorite play calls so you can win the wealth game.

Episodes

  1. Apr 28

    Layering In to Overcome Fear

    Summary Most investors freeze when large sums hit their bank accounts, plagued by fear and uncertainty. What if you could turn that anxiety into confidence and grow your wealth patiently, without rushing? In this episode of the Investment Playbook, Milos Pejovic and Adam Bighill delve into the emotional barriers that hold people back from smart investing, especially after decades of hard work or unexpected windfalls. They reveal why fear often causes paralysis or reckless decisions and share proven strategies to layer in new money gradually, thus, mitigating risk while capitalizing on opportunities. You'll discover: How to avoid the biggest mistake of sitting on cash for over a year, losing buying power to inflation The importance of a disciplined, staged investment plan called dollar-cost averaging that reduces emotional stress Why a structured approach, grounded in data and probabilities, outperforms reactive market timing How to build confidence through clear communication, planning, and a fiduciary-focused process that puts clients' best interests first Real-world examples of clients turning fear into financial freedom, enabling them to enjoy retirement and secure legacy plans  Chapters 00:00 Navigating Investment in Uncertain Times 02:50 Understanding Emotional Barriers to Investment 05:31 Common Mistakes When Managing New Wealth 07:44 The Importance of a Structured Investment Process 10:27 Layering Investments for Success 12:59 The Role of a Fiduciary in Wealth Management 16:07 Finding Relief Through Financial Planning 18:26 Transforming Fear into Financial Confidence 20:00 Disclaimer

Ratings & Reviews

5
out of 5
4 Ratings

About

Welcome to The Investment Playbook Podcast by Pejovic Bighill Private Wealth, a free podcast targeting high net worth individuals, family offices, institutional capital, as well as other sophisticated investors. The Investment Playbook is all about helping you call the right plays to protect and grow your wealth. From monetary policy, geo-politics, to investment strategy, we cut through the noise to deliver sharp insights on the global macro forces shaping your money. Make sure you follow along to get our favorite play calls so you can win the wealth game.