Posts tagged goals
Ep 25: It's All Greek To Me Part 2 - A Gamma Optimized Portfolio
Ep 25: It's All Greek To Me Part 2 - A Gamma Optimized Portfolio

We're back to the alphabet soup we first started to explore in episode 22 of the show. On that episode we dove into financial terms like Alpha, Beta and Sigma. Today, our focus is on Gamma. And the major shift here is from focusing on specific investment measurements to truly trying to understand the additional value that a financial advisor brings to the table. How can a good financial advisor help you make good financial planning decisions and how can we measure that impact? We'll cover the five key indicators and factors that go into finding that value. There's a lot to unpack here, but that also means it's a great opportunity to learn something new. So grab a slice and lend an ear as we kick off the 25th episode of Make The Dough Rise!

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Podcast BrianBrian DoeLivingworthfinancial advising, retirement planning, fiduciary, Main Street Financial Solutions, clients, investing, goals, greek, gamma, portfolio
Ep 24: Investor Rules Of Thumb Part 2 - Distributors & Retirees
Ep 24: Investor Rules Of Thumb Part 2 - Distributors & Retirees

In the second part of our rules of thumb series, Brian, Kerrie and Walter will tackle rules that apply to us once we retire or enter that distribution phase of our financial lives. We'll cover the 4% rule, when to take social security, and asset allocation.

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Podcast BrianBrian DoeLivingworthfinancial advising, retirement planning, fiduciary, Main Street Financial Solutions, clients, investing, rules, accumulators, goals