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WAYT S2E3: Covid Market Mistakes, Cookie-Cutter Portfolios, Advisor's Mindset Hurting the Client

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Content provided by LifePoint Planning - Doug Oosterhart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by LifePoint Planning - Doug Oosterhart 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.
Season 2, Episode 3: Did you make any mistakes with your money during the "Covid Market" of 2020? We talk about a couple of mistakes seen from prospects/clients and what to do to avoid them. After that, we discuss cookie-cutter portfolios (the classic 3-4 fund portfolio of index funds) and who they may or may not be a good fit for. Lastly, we spend some time on what to look for in an advisor's mindset when interviewing them - do they have an open mind, or do they see things in more of a cut and dry mentality?
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30 episodes

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iconShare
 
Manage episode 313163774 series 3221288
Content provided by LifePoint Planning - Doug Oosterhart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by LifePoint Planning - Doug Oosterhart 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.
Season 2, Episode 3: Did you make any mistakes with your money during the "Covid Market" of 2020? We talk about a couple of mistakes seen from prospects/clients and what to do to avoid them. After that, we discuss cookie-cutter portfolios (the classic 3-4 fund portfolio of index funds) and who they may or may not be a good fit for. Lastly, we spend some time on what to look for in an advisor's mindset when interviewing them - do they have an open mind, or do they see things in more of a cut and dry mentality?
  continue reading

30 episodes

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