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4 Questions to Ask Yourself During a Market Drop

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Manage episode 476085568 series 3621285
Content provided by Steve Smit. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Smit or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

The headlines are loud, the markets are messy, and your gut might be telling you to do something - anything- right now. But what should you actually do when your portfolio takes a hit? Whether you’re feeling calm or full-on panicked, this conversation offers four practical questions to help you check in with your plan, reassess your risk, and avoid emotional mistakes.

Here’s some of what we discuss in this episode:

📊 How to gut-check your financial plan

⚖️ Aligning portfolio risk with real-life reactions

🛠 Smart strategies: rebalancing & tax-loss harvesting

📉 Common behaviors to avoid during downturns

💡 Why your plan should already expect volatility

Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html

Follow along on YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg

Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12

Other ways to get in touch:

Phone: (775) 266-8867
Our website: https://powerhousefinancialadvisors.com/
Email: [email protected]

LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/
Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors

  continue reading

42 episodes

Artwork
iconShare
 
Manage episode 476085568 series 3621285
Content provided by Steve Smit. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Smit or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

The headlines are loud, the markets are messy, and your gut might be telling you to do something - anything- right now. But what should you actually do when your portfolio takes a hit? Whether you’re feeling calm or full-on panicked, this conversation offers four practical questions to help you check in with your plan, reassess your risk, and avoid emotional mistakes.

Here’s some of what we discuss in this episode:

📊 How to gut-check your financial plan

⚖️ Aligning portfolio risk with real-life reactions

🛠 Smart strategies: rebalancing & tax-loss harvesting

📉 Common behaviors to avoid during downturns

💡 Why your plan should already expect volatility

Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html

Follow along on YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg

Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12

Other ways to get in touch:

Phone: (775) 266-8867
Our website: https://powerhousefinancialadvisors.com/
Email: [email protected]

LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/
Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors

  continue reading

42 episodes

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