Financially Ever After Widowhood

Emotional Resilience in a Volatile Market with Matt Haertzen


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What if doing absolutely nothing during a market downturn was actually the best financial move you could make? In this episode of Financially Ever After, Stacy Francis sits down with Matt Haertzen - Chief Investment Officer at Francis Financial - to dive deep into how to handle market volatility without letting fear drive your decisions. When markets dip, it's easy to panic, but Matt and Stacy highlight how staying calm and sticking to your investment plan can help you not just weather the storm, but come out ahead.


They explore the importance of staying invested through the ups and downs, how to avoid making emotional mistakes, and why focusing on the long-term can ultimately be more rewarding. In a world full of uncertainty, it’s more important than ever to know how to make smart decisions that will benefit your future, even if the road to get there feels a little bumpy.


You’ll hear them discuss:

  • Why reacting emotionally during a market drop could cost you more in the long run and why staying calm is key
  • Why markets have historically bounced back and why it's essential to focus on the bigger picture, especially when things feel uneasy
  • The importance of staying invested for the long haul and how volatility can be an opportunity if you’re prepared
  • How strategies like tax-loss harvesting and Roth conversions can actually work in your favor when markets are down
  • The psychological impact of market swings and how to manage your emotions to avoid costly mistakes
  • Simple yet effective steps to manage your finances during uncertain times without sacrificing your goals
  • Why diversification is crucial and how expecting every part of your portfolio to perform perfectly all the time is unrealistic
  • Real-life insights into why reacting to market drops, like during the 2008 financial crisis, can leave you worse off in the long run

  • Resources

    Matt Haertzen on the Web | LinkedIn

    Stacy Francis on LinkedIn | X(Twitter) | Email

    FrancisFinancial.com

    Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!

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    Financially Ever After WidowhoodBy Stacy Francis

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