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Are You Missing This Piece of Your Investment Plan?
Manage episode 487030523 series 3641474
Most people think of investing as the main event in their financial life, but without a solid investment plan, you might be flying blind when markets get bumpy. In this episode, Rob explains why a proper investment plan is more than just picking stocks, it’s your seatbelt during market crashes and your airbag when financial surprises hit.
Here’s what we discuss in this episode:
💰 How much cash you really need and why
🚗 The “seatbelt” strategy to stay safe in rough markets
👖 Why financial planning isn’t one-size-fits-all
🧘 How planning reduces stress during uncertainty
Our website: https://www.axiowm.com/
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do
Get your copy of Rob’s books: https://www.axiowm.com/book
Let us speak at your next event: https://www.axiowm.com/speaking
Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q
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19 episodes
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