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8 Things You Can Do If You're Worried About the Stock Market
Manage episode 477725619 series 3591185
In Episode 53 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, takes a break from real estate investing topics to address a common concern - stock market volatility. Whether you’re saving for retirement, planning a major purchase, or simply want to make smarter investment decisions, this episode will help you navigate market uncertainty with a clear strategy.
"Volatility is normal in stock market investments.” - Cynthia Meyer
This week on Real Life Planning Podcast:
💡 How should you measure your investment returns to avoid unnecessary stress? [00:02:02]
💡 Why is now a good time to run a retirement projection? [00:04:28]
💡 How can you reassess your risk tolerance during market volatility? [00:06:34]
💡 When should you consider rebalancing your portfolio, and how does it help? [00:09:32]
💡 What role does diversification play in reducing investment risk? [00:16:04]
Resources:
Time to Rebalance Your 401k? Here are 4 Ways to Get Back on Track
Morningstar Investment Policy Statement Worksheet
Morningstar - How to Create an Investment Policy Statement
Connect with Real Life Planning:
- Facebook: https://www.facebook.com/reallifeplanning
- LinkedIn: https://www.linkedin.com/company/real-life-planning
- Instagram: https://www.instagram.com/rentalpropertyclub/
- Email: [email protected]
About the Real Life Planning Podcast
Hosts Cynthia Meyer and Vekevia Tillman-Jones explore practical steps for real estate investors to build financial freedom and make working for someone else optional.
The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering.
Real Life Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.
58 episodes
Manage episode 477725619 series 3591185
In Episode 53 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, takes a break from real estate investing topics to address a common concern - stock market volatility. Whether you’re saving for retirement, planning a major purchase, or simply want to make smarter investment decisions, this episode will help you navigate market uncertainty with a clear strategy.
"Volatility is normal in stock market investments.” - Cynthia Meyer
This week on Real Life Planning Podcast:
💡 How should you measure your investment returns to avoid unnecessary stress? [00:02:02]
💡 Why is now a good time to run a retirement projection? [00:04:28]
💡 How can you reassess your risk tolerance during market volatility? [00:06:34]
💡 When should you consider rebalancing your portfolio, and how does it help? [00:09:32]
💡 What role does diversification play in reducing investment risk? [00:16:04]
Resources:
Time to Rebalance Your 401k? Here are 4 Ways to Get Back on Track
Morningstar Investment Policy Statement Worksheet
Morningstar - How to Create an Investment Policy Statement
Connect with Real Life Planning:
- Facebook: https://www.facebook.com/reallifeplanning
- LinkedIn: https://www.linkedin.com/company/real-life-planning
- Instagram: https://www.instagram.com/rentalpropertyclub/
- Email: [email protected]
About the Real Life Planning Podcast
Hosts Cynthia Meyer and Vekevia Tillman-Jones explore practical steps for real estate investors to build financial freedom and make working for someone else optional.
The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering.
Real Life Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.
58 episodes
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