))
Ep 15: Risk Tolerance
Manage episode 293005760 series 2817079
Content provided by Jeff Christian. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Christian 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.
One of the most important factors in a financial plan is the amount of risk you have in your portfolio. You never want to lose sight of how much risk you are comfortable with because this can cause fear, worry, and irrational decisions. Risk varies from person to person, so it’s vital to get your risk tolerance customized to your comfort levels and not in a one-size-fits-all plan. Jeff talks about the considerations he goes through when determining someone’s risk and how a bucket strategy can be quite effective with risk concerns.
Contact:
985-845-2922
24 episodes
Share
