13 min

3 Lessons Learned In 2022 So Far | You’re Mid-Career Financial Breakaway: Your Clear Path to Retirement

    • Investing

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.

  • Ryan Hitchcock | 414-253-4611 | rhitch@hpcg.com | OFFICE ADDRESS: 1200 N. Mayfair Rd, Ste. 300, Milwaukee, WI 53226 | MAIN OFFICE PHONE 414-253-4600 | Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA (www.finra.org) SIPC (www.sipc.org). SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not provide tax or legal advice. | This communication is strictly intended for individuals residing in states of CO, FL, GA, MI, MN, MO, MT, NC, TX, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. | PLEASE NOTE: this information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these web sites. | Copyright 2019 All rights reserved.

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.

13 min

  • Ryan Hitchcock | 414-253-4611 | rhitch@hpcg.com | OFFICE ADDRESS: 1200 N. Mayfair Rd, Ste. 300, Milwaukee, WI 53226 | MAIN OFFICE PHONE 414-253-4600 | Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA (www.finra.org) SIPC (www.sipc.org). SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not provide tax or legal advice. | This communication is strictly intended for individuals residing in states of CO, FL, GA, MI, MN, MO, MT, NC, TX, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. | PLEASE NOTE: this information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these web sites. | Copyright 2019 All rights reserved.