Learn how to unlock financial success with key strategies by Logan Jackson from Ray Capital Advisors.  Logan highlights how to set clear goals, choose the right asset class, diversify your portfolio for stability and growth, build a well-diversified investment portfolio to create wealth and mitigate risk, take control of your financial future through retirement planning and goal setting, & leverage tax loss harvesting. He also discusses how to prioritize tax planning, understand the impact of behavioral finance, seek professional money management, navigate conflicts of interest in financial planning, and discover hidden wealth advisors for personalized guidance.

Special thanks to our sponsor Risk3Sixty for supporting this episode.  Be sure to check their Security Program Maturity Presentation for CISOs: https://risk3sixty.com/whitepaper/security-program-maturity-presentation-template-for-cisos/?utm_source=cisotradecraft&utm_medium=podcast&utm_campaign=2023-ct&utm_term=1week&utm_content=template

Also if you would like to contact Logan Jackson please use his contact page at: https://www.raycapitaladvisors.com/ 

Full Transcripts: https://docs.google.com/document/d/1DLXnE5PTm4tDbONRSBarMa-1T8aduztf

Chapters

• 00:00 Introduction