REPLAY - Portfolio Management Done Right
Deliberate Money Moves
Join me in this episode of Deliberate Money Moves where we discuss what it means to have a successful stock portfolio, what is required to make your portfolio excel and how to stay on track. It’s time to stop sabotaging gains and earn a positive return! Previously Published Jan 29, 2020
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How to Save Time on Your Finances
Deliberate Money Moves
When it comes to assessing and changing your financial life, what’s holding you back? Is it finally weeding things out and making the change? Is it the inertia or that you find yourself falling back into old habits? Join me in this episode of Deliberate Money Moves where we discuss what habits to break and how to commit to the change so you can spend less time and find more value in your finances! Previously Published Feb 18, 2020
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REPLAY - How to Avoid Putting All Your Eggs in One Basket
Deliberate Money Moves
The phrase in the title of this post is said to have been first used in the novel “Don Quixote,” and is written as follows, “It is the part of a wise man to keep himself today for tomorrow, and not venture all his eggs in one basket.” The message, of course, is that it can be quite risky to keep all your valuables in one place. Join me in this episode of Deliberate Money Moves where we discuss the best way to build an Investment Portfolio. Previously Published Mar 09, 2020
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REPLAY - Why Volatility is Good
Deliberate Money Moves
Higher risk must be accompanied by higher potential rewards. To get that, we have to accept more volatility and that’s what the stock market provides. Join me in this episode of Deliberate Money Moves where we discuss that even a well-diversified portfolio will move up and down with the markets and learn how to structure a portfolio so we can live within the good times and the bad! Previously Published on May 8, 2020
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REPLAY - Faith In The Future
Deliberate Money Moves
Any successful long-term investment strategy requires faith in the future. Join me in this episode of Deliberate Money Moves where we walk through “what” we should have faith in and why. We also discuss the recurring argument that “this time it’s different.” As a Danville Financial Advisor, I wrap up with the good news that once we have faith in the future, investing gets a lot easier! Previously Published on May 24, 2020
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REPLAY - What is Financial Planning?
Deliberate Money Moves
Are you confused by all the terms my industry throws around? Frankly, I am too. And you want to know why? It’s because we professionals use these terms differently – we mean different things. Join me in this episode of Deliberate Money Moves where I describe my Financial Planning process using everyday language so you can understand and maybe apply something you learn here. As a Bay Area Financial Planner, I’m dedicated to helping you live your Best Financial Life! Previously published on Jun 04, 2020
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REPLAY - 7 Mistakes Investors Make
Deliberate Money Moves
Ever wonder what the most common mistakes are that investors make (and how to avoid them)? Here’s a hint: they have nothing to do with specific strategies and everything to do with our humanity. Join me on this episode of Deliberate Money Moves as we explore 7 mistakes that all investors struggle with. But don’t fret, there is a simple (but not easy) solution! Previously published on Jul 21, 2020
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REPLAY - Rely on the Wisdom of the Crowd
Deliberate Money Moves
Ever wonder why your fund manager can’t beat the markets? There’s a simple reason and the answer may entirely change the way you think about your investment strategy. Join me on this episode of Deliberate Money Moves as we explore a better way to create and manage your investment portfolio. Previously published on Aug 18, 2020
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REPLAY - Protect Your Assets by Understanding Your Exposure
Deliberate Money Moves
Ever wonder if you own too much company stock? If you’ve ever had that thought, then you probably do own too much! Join me in this episode of Deliberate Money Moves as we explore how this happens, why it matters, and what to do about it. Previously published on Oct 12, 2020, titled "Am I Overexposed?"
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REPLAY - I Just Sold Some Stock—Now What?
Deliberate Money Moves
You just created a pile of cash. What should you do with it? When you face this situation – and I hope it’s often – consider creating a Cash Structure that will make sure you have enough money in your savings while maximizing your investments at the same time. Join me in this episode of Deliberate Money Moves as we explore how to create your Cash Structure and what it means to give every dollar a job! Previously published on Oct 20, 2020
info_outlineA revocable living trust is a legal method of passing assets from one owner to the next without going through probate.
Join me in this episode of Deliberate Money Moves where we explore three reasons to use a trust.