Steph Shadel

In this insightful discussion, guest Steph Shadel, a seasoned wealth advisor at Schwab with extensive credentials, shares wisdom on aligning your financial portfolio with personal goals. She redefines risk as volatility, explains the importance of diversification and disciplined rebalancing, and debunks myths about portfolio management. Steph emphasizes managing emotions, using tax strategies to optimize investments, and reviewing financial plans during life changes, ensuring your strategy fits your unique circumstances.