9 min
How Are You Managing Downside Risk? Ep. 114 Excel in Retirement
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- Investing
Like a lot of people, I’ve always had a job where I work with people, and it’s always fascinated me to try to figure out why people think the way they do. People are unique, but their themes are similar.In my role as a financial planner, I primarily assist Baby Boomers who are navigating how to retire. Or that’s often when we were first acquainted. In our initial meeting I always ask, “How are you feeling about the stock market?” You’d be surprised at the responses, but one theme repeats.I as...
Like a lot of people, I’ve always had a job where I work with people, and it’s always fascinated me to try to figure out why people think the way they do. People are unique, but their themes are similar.In my role as a financial planner, I primarily assist Baby Boomers who are navigating how to retire. Or that’s often when we were first acquainted. In our initial meeting I always ask, “How are you feeling about the stock market?” You’d be surprised at the responses, but one theme repeats.I as...
9 min