Ep 15: Risk Tolerance

One of the most important factors in a financial plan is the amount of risk you have in your portfolio. You never want to lose sight of how much risk you are comfortable with because this can cause fear, worry, and irrational decisions. Risk varies from person to person, so it’s vital to get your risk tolerance customized to your comfort levels and not in a one-size-fits-all plan. Jeff talks about the considerations he goes through when determining someone’s risk and how a bucket strategy can be quite effective with risk concerns.

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Ep 3: Investment Planning

A crucial element of a retirement plan is figuring out which investments you need to be in. It’s important you are in objective appropriate and risk-appropriate investment vehicles that match who you are in life. Jeff talks to us today about the bucket management strategy his practice uses and helping people to find and utilize their unique identity within their investments.

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