As the market is changing, many of us may feel compelled to take risks and make shifts along with it. There are many factors to consider when deciding whether or not to act on that impulse.

In this episode, Scott Malbasa, your host and financial advisor, shares the top questions to ask yourself when taking risks in a volatile market. He also shares a personal client story and the strategic approach he used to manage this client's risky financial decision. Join Scott to learn how you can get to the root of your impulse and make the best financial decision for your goals.

Show Highlights:

• Evaluating factors that are driving your impulse to take risks
• Analyzing whether or not your feelings are grounded
• Using Financial Plans to see whether or not they parallel objectives
• How to move forward if you can afford to take a risk
• The importance of having conversations and creating a schedule to increase equities
• Running a model scenario to evaluate whether or not a change is best for our finances

Links:

https://www.cordantwealth.com/team/scott-malbasa/

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