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Ep 28: Following a Process and Avoiding Emotional Decisions with Jake Stone
With market volatility comes emotional decision making. However, following a defined process like the Way2WealthⓇ can ensure your finances are safe now and into the future. With our guest, Jake Stone, we’ll break down emotional decision making and some ways you can protect your finances through the bucket strategy.
Join us on today’s episode and we break down these topics and much more with Jake:
- What do we see going on in the market? How do we put this into perspective? (8:00)
- Strategies to keep up with inflation and the changing value of the dollar. (13:00)
- What are some examples people can implement in the growth bucket? (16:19)
- Following the process will keep you and your finances safe. (21:43)
RESOURCES
About our guest: https://www.carsonwealth.com/team-members/jake-stone/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
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By Scott FordWith market volatility comes emotional decision making. However, following a defined process like the Way2WealthⓇ can ensure your finances are safe now and into the future. With our guest, Jake Stone, we’ll break down emotional decision making and some ways you can protect your finances through the bucket strategy.
Join us on today’s episode and we break down these topics and much more with Jake:
- What do we see going on in the market? How do we put this into perspective? (8:00)
- Strategies to keep up with inflation and the changing value of the dollar. (13:00)
- What are some examples people can implement in the growth bucket? (16:19)
- Following the process will keep you and your finances safe. (21:43)
RESOURCES
About our guest: https://www.carsonwealth.com/team-members/jake-stone/
More Episodes: https://www.theway2wealth.com/episodes/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.