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Content provided by Mike Morton, CFP®, RLP®, ChFC® and Mike Morton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Morton, CFP®, RLP®, ChFC® and Mike Morton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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How to Choose Investments: A 4-part Framework 4 Choosing the Best 4 Your Portfolio

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Manage episode 475581738 series 2910154
Content provided by Mike Morton, CFP®, RLP®, ChFC® and Mike Morton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Morton, CFP®, RLP®, ChFC® and Mike Morton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week on Five Minute Finance, Matt Robison and I break down a simple, stress-reducing, four-part framework for choosing your investments. Yes, we still love low-cost index funds—but smart investing is more than just picking one and hoping for the best.

We explore how to think about asset allocation, minimize costs, rebalance your portfolio, and stay aware of market trends without falling into the trap of market timing. Backed by academic research and built for real life, this approach is practical, repeatable, and designed to boost your confidence.

Are you ready to create your ideal lifestyle? Let’s Connect.

Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

  continue reading

176 episodes

Artwork
iconShare
 
Manage episode 475581738 series 2910154
Content provided by Mike Morton, CFP®, RLP®, ChFC® and Mike Morton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Morton, CFP®, RLP®, ChFC® and Mike Morton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week on Five Minute Finance, Matt Robison and I break down a simple, stress-reducing, four-part framework for choosing your investments. Yes, we still love low-cost index funds—but smart investing is more than just picking one and hoping for the best.

We explore how to think about asset allocation, minimize costs, rebalance your portfolio, and stay aware of market trends without falling into the trap of market timing. Backed by academic research and built for real life, this approach is practical, repeatable, and designed to boost your confidence.

Are you ready to create your ideal lifestyle? Let’s Connect.

Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

  continue reading

176 episodes

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