Creating Your Own, Personal Investment Plan with Robert Graham
Release Date: 02/20/2018
Over the last several years, fear has largely dictated the economy instead of fundamentals. The uncertainty of where the market is heading has made it a scary time for many families and investors. Many people who thought they were on the right path to retirement have come to realize that, instead of retiring at 65 – they will need to work until they are 70 or older to achieve the goals they set.
On today’s episode of Your Money, Your Business, Your Life, I am joined by the CEO of R.G. Capital, Robert Graham. Robert has been in the investment industry for over a decade and is known for growing his investment firm by 35% year after year despite the uncertain economic times. He joins me today to share his insight on the fundamentals and philosophy of creating a personal investment plan, why it is so important, and what factors you should consider before hiring an advisor.
“The mechanics of money is only half the battle.” – Robert Graham
This Week on the Your Money, Your Business, Your Life Podcast:
- The two factors investment planners consider when developing a retirement plan.
- Risk tolerance and learning how much risk you can take.
- The two numbers every family should consider when creating their retirement plan.
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