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Your Retirement Planning Simplified

EP #48: Mastering Emotions and Investing: How a Long-Term Perspective Leads to Financial Success

03 Aug 2023

Description

In this episode, Joe and Lindsay delve into a pressing question that many investors have: "My portfolio is down $100,000 - will it recover?"  Drawing from a client's concern, we navigate the emotional and practical aspects of dealing with portfolio losses. We emphasize the importance of understanding market volatility and highlight the need for a well-diversified investment strategy. Joe introduces the concept of "buckets," which separate assets into defense (stable and low-risk) and offense (growth-oriented) categories, enabling investors to weather market fluctuations while still ensuring a sustainable income stream.  Read the full show notes and find more information here: EP 48 Show Notes

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