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Ep. 20: Retirement Simplified: Wealth Management Insights with Josh Manwaring
08/28/2024
Ep. 20: Retirement Simplified: Wealth Management Insights with Josh Manwaring
This week, we dive deep into the world of wealth management with a special guest—Josh Manwaring, a seasoned Wealth Manager from the greater Phoenix area (and Jamison's brother!). Josh brings a wealth of knowledge to the table, offering practical, no-nonsense advice on how to simplify your retirement savings strategy. His key message? Save as much as you can and live frugally now to secure a prosperous future. In this episode, Josh demystifies what it really means to be a financial advisor, pulling back the curtain on the industry and explaining the often misunderstood ways that advisors are compensated. He addresses common concerns that people have when deciding whether to hire a financial advisor, providing a balanced view of the pros and cons straight from someone who knows the industry inside and out. The discussion takes an intriguing turn when Jamison shares how Tony Robbins' book, The Holy Grail of Investing, transformed his approach to saving and investment. Josh and Jamison explore how this book can serve as a valuable resource for anyone looking to refine their financial strategy. Josh also offers his expert take on the age-old debate between investing in real estate versus the stock market, explaining how your age and financial goals should guide your choices. For those curious about cryptocurrency, Josh shares his well-researched thoughts on its potential future, even though it’s not his primary area of expertise. Whether you're just starting your retirement planning journey or looking to optimize your existing strategy, this episode is packed with actionable insights. Tune in to learn how to take charge of your financial future, navigate the complexities of investing, and set yourself up for a secure and prosperous retirement.
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