In this special edition of Rise UP, we present a curated collection of our most valuable insights on long-term investing, navigating life's changes, and building genuine financial resilience. Whether you're preparing for retirement, navigating market volatility, or reassessing your financial strategy after a major life event, this episode distills the timeless advice every investor and every financially savvy person needs to take control of their future and achieve success in their financial goals.
Get a free one-on-one portfolio review from the expert teams at OnePoint and Grimes: https://wealthion.com/free
For the full conversations, check out our Rise UP! playlist here: https://www.youtube.com/playlist?list=PL7vUOWh5dtHMYWHRkgp8uk53vjtdfVmgy
Chapters:
1:09 - Think Long-Term: Have a Game Plan for Your Portfolio
4:42 - Always Consider Your Time Horizon
6:27 - Volatility: Diversify & Meet Your Liquidity Needs
7:10 - Rebalance Your Portfolio as Needed
9:36 - Don't Time the Market
12:24 - Buy on Down Markets
13:16 - Don't Sell Without a Plan to Buy
14:24 - Delegate Financial Responsibility
18:29 - Navigating Life Changes with Financial Repercussions
20:23 - Having Liquidity on Hand for Expenses
23:08 - What Your Retirement Portfolio Looks Like
25:51 - Servicing Your Debt
29:05 - When Is the Right Time to Retire?
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
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