Quick Thoughts: Tactic for Greater Performance
Dynamic Growth
Nate shares a tactic you can use to enhance your emotional inteligence and act rationally when the world around is irrational. This tactic can be used to enhance relationships and performance in your field.
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Quick Thoughts: Sequence of Returns Risk
Dynamic Growth
Nate explains a critical, often overlooked retirement risk: sequence of returns risk—the danger of encountering poor market performance right when you begin taking withdrawals. Even when two retirees earn the same average annual return, the order in which those returns arrive can significantly change outcomes. Nate discusses how to plan for adverse early-retirement markets and presents indexed universal life insurance (IUL) as a flexible, non-market-loss-exposed income source to help mitigate this risk. Key Discussion Points: Sequence of returns risk: It’s not a concern until...
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Investing Lessons & Mistakes to Avoid
Dynamic Growth
1. Annual Themes, Learning, and Risk Each investing year tends to coalesce around distinct themes that are difficult to identify upfront and only become clear through observation and adaptation. Reviewing prior years helps reveal recurring patterns and informs future strategy. “You either make money or you learn something.” Even profitable years yield process insights and highlight missed opportunities, reinforcing resilience and long-term skill building. Investing is like golf: just when your “swing” feels right, conditions change. Continuous refinement is essential because...
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2025 Summary and Looking Ahead to 2026 With Derek Ballinger
Dynamic Growth
Derek Ballinger is Crosby Advisory Group's Chief Portfolio Manager. Nate interviews Derek on his thoughts about 2025 and what he believe it means for investors heading into 2026.
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Listener Questions and Observations
Dynamic Growth
What is the S&P 500? Why do advisors often recommend an S&P 500 index as part of your stock portfolio? What types of companies make up the S&P 500? As part of our observation section we will dig into the false security of keeping cash in a long term retirement account.
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Basic Stock Analysis
Dynamic Growth
When is the right time to risk manage? What are a few readily available metrics you can gather when looking at a stock for the first time? Nate goes into his steps for the initial analysis of a publically traded company or stock. www.crosbyadvisory.com
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When Do I Need a Financial Advisor?
Dynamic Growth
A financial lifecycle can be broken into three phases: accumulation, distribution and estate. We discuss examples of when clients have thought it was in thier best interest to hire a financial advisor.
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Financial Wellness
Dynamic Growth
What is financial wellness and why has it taken center stage in the financial planning world. Nate discusses the industry shift from general investment advice to holistic wealth planning.
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Will Basics
Dynamic Growth
Estate planning is the most overlooked segment of the financial planning process. In this episode we discuss will basics. What happens when you die with a valid will? What happens when you die without a valid will? What can you do to ensure your assets transfer appropriately, and make sure you minor children are assigned the appropriate guardians?
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Benchmarks for Investing
Dynamic Growth
There are many metrics that can be used to measure the performance of your portfolios. These benchmarks should be appropriate for your time horizon (how long you have until the money will be needed). One seldom used benchmark is a multiple of assets compared to income. This benchmark is often a more direct indication of your retirement savings success. You can contact us at
info_outlineA financial lifecycle can be broken into three phases: accumulation, distribution and estate. We discuss examples of when clients have thought it was in thier best interest to hire a financial advisor.