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051: The Right Time for Millennials to Purchase a Home W/ John Grace
Join Chris Monzon in a conversation with John Grace, a financial advisor, as they explore critical thinking in finance, the role of advisors in achieving financial independence, and industry challenges. They discuss the 4% rule for retirement, managing investment losses, and the benefits of active management and diversification. John shares insights on the housing market, advising on when to buy or sell based on financial goals and market trends. Discover strategies for enhancing long-term returns and navigating economic shifts with agility.
📧 Connect with Chris at Monzon Wealth
📈 About The FI Guys:
Welcome to The FI Guys, your go-to channel for all things related to financial independence, investing, and personal finance! We're passionate about helping you achieve your financial goals and gain control over your money. Subscribe now for weekly videos packed with tips, insights, and strategies to help you build wealth, save money, and live your best financial life!
🔔 Subscribe for More Content:
📌 Connect With Us:
The Fi Guys
WebsiteMonzon Wealth
Facebook
Instagram
Twitter
LinkedIn
📧 Contact Us:
For FI Friday Feedback questions, business inquiries, or collaboration opportunities, please email us at: [email protected]
💬 Leave a Comment:
We love hearing from our viewers! Share your thoughts, questions, or suggestions in the comments section below. We'll do our best to respond to each one.
⏰ Timecodes ⏰
00:00 Introduction and Setting
01:23 The Importance of Critical Thinking in Financial Advisory
08:12 John's Background and Entry into the Industry
14:07 Industry Issues and the Need for Change
23:26 The 4% Rule and Limiting Losses in Investment Portfolios
26:19 Limiting Losses and Leading to a Comfortable Retirement
32:52 The Yale Endowment Model: Effective Diversification
44:06 Accessing Alternative Investments and Active Management
49:09 The Importance of Financial Literacy
54:12 The Benefits of Working with an Agile Investment Advisor
56:37 Doing Your Homework Before Buying a House
57:11 Housing Prices and the Behavior of Americans
58:09 The Average Age of Buying and Selling Homes
01:00:29 Potential Price Drops in the Housing Market
01:06:14 Capturing Cash and Buying from Distressed Sellers
#housingmarket #moneycoach #financialindependence
~~~~~~~
Disclaimer: The FI Guys is a podcast dedicated to providing general information and insights on a wide range of wealth-related topics. The views and opinions expressed in this podcast are those of the hosts and guests and do not constitute personalized financial advice.
The content provided in this podcast is for educational and informational purposes only. It should not be considered a substitute for professional financial advice. Your financial situation and goals are unique, and the information provided here may not be applicable or suitable to your specific circumstances.
We, the hosts and guests on The Fi Guys are not acting as your financial advisors. We are not aware of your individual financial situation, risk tolerance, or investment objectives. Any decisions or actions you take based on the information provided in this podcast are your own and made at your own risk.
It is crucial to consult with a qualified financial advisor or professional who can provide advice tailored to your specific needs before making any financial decisions, investments, or taking any other actions. If you are seeking specified help, you can reach out to Chris at https://www.monzonwealth.com/
View all episodes
By The FI GuysJoin Chris Monzon in a conversation with John Grace, a financial advisor, as they explore critical thinking in finance, the role of advisors in achieving financial independence, and industry challenges. They discuss the 4% rule for retirement, managing investment losses, and the benefits of active management and diversification. John shares insights on the housing market, advising on when to buy or sell based on financial goals and market trends. Discover strategies for enhancing long-term returns and navigating economic shifts with agility.
📧 Connect with Chris at Monzon Wealth
📈 About The FI Guys:
Welcome to The FI Guys, your go-to channel for all things related to financial independence, investing, and personal finance! We're passionate about helping you achieve your financial goals and gain control over your money. Subscribe now for weekly videos packed with tips, insights, and strategies to help you build wealth, save money, and live your best financial life!
🔔 Subscribe for More Content:
📌 Connect With Us:
The Fi Guys
WebsiteMonzon Wealth
Facebook
Instagram
Twitter
LinkedIn
📧 Contact Us:
For FI Friday Feedback questions, business inquiries, or collaboration opportunities, please email us at: [email protected]
💬 Leave a Comment:
We love hearing from our viewers! Share your thoughts, questions, or suggestions in the comments section below. We'll do our best to respond to each one.
⏰ Timecodes ⏰
00:00 Introduction and Setting
01:23 The Importance of Critical Thinking in Financial Advisory
08:12 John's Background and Entry into the Industry
14:07 Industry Issues and the Need for Change
23:26 The 4% Rule and Limiting Losses in Investment Portfolios
26:19 Limiting Losses and Leading to a Comfortable Retirement
32:52 The Yale Endowment Model: Effective Diversification
44:06 Accessing Alternative Investments and Active Management
49:09 The Importance of Financial Literacy
54:12 The Benefits of Working with an Agile Investment Advisor
56:37 Doing Your Homework Before Buying a House
57:11 Housing Prices and the Behavior of Americans
58:09 The Average Age of Buying and Selling Homes
01:00:29 Potential Price Drops in the Housing Market
01:06:14 Capturing Cash and Buying from Distressed Sellers
#housingmarket #moneycoach #financialindependence
~~~~~~~
Disclaimer: The FI Guys is a podcast dedicated to providing general information and insights on a wide range of wealth-related topics. The views and opinions expressed in this podcast are those of the hosts and guests and do not constitute personalized financial advice.
The content provided in this podcast is for educational and informational purposes only. It should not be considered a substitute for professional financial advice. Your financial situation and goals are unique, and the information provided here may not be applicable or suitable to your specific circumstances.
We, the hosts and guests on The Fi Guys are not acting as your financial advisors. We are not aware of your individual financial situation, risk tolerance, or investment objectives. Any decisions or actions you take based on the information provided in this podcast are your own and made at your own risk.
It is crucial to consult with a qualified financial advisor or professional who can provide advice tailored to your specific needs before making any financial decisions, investments, or taking any other actions. If you are seeking specified help, you can reach out to Chris at https://www.monzonwealth.com/