Category: Financial Planner Difference

Take your financial confidence to the next level!

can you time the market podcast

Timing the Market: Podcast

Timing the Market Show Notes A common question I receive is “is now a good time to invest in the market”. This episode was actually inspired by a conversation I had with a friend/listener of the show. In this episode I’ll cover: Average investor performance versus the “market” 9 Human behavior biases How to avoid these biases The conversation that inspired this episode Hindsight review on past market commentary Non-market examples of growth and recessions…
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August 16, 2019 0
cryptocurrency in your financial plan

Should Crypto Be a Part of My Plan?

August 01, 2019 Lucas Casarez CFP® If you are in tech, you have probably heard of cryptocurrency, but should it be a part of your financial plan? To shed some light on this I will address the following: The dutch and crazy expensive tulips Invest in what you know How cryptocurrency compares to other popular investments? Understanding the risks How does cryptocurrency compare to gambling? A plan is better than a wish Focus on what you…
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August 1, 2019 0
Debt Management Strategy

How to Efficiently Manage Debt Strategy Guide

Debt may be unavoidable, but that doesn’t mean that it has to weigh you down. Efficiently managing debt may allow you to obtain a higher paying job, have a higher quality of life, and grow your wealth faster. The key is having a game plan and staying focused so that you avoid some of the common downsides of debt.


April 30, 2019 0
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