Stacy and Erin sit down with financial advisor Jeff McDowell of Roadstead Capital Partners to discuss everyone’s favorite topic: money. The three discussed investing in the markets, the future of AI and associated stocks, how politics and the election year affect investing concerns and the market in general, conspiracy theories, commercial real estate investments, investment properties including vacation rentals, and the parallels between financial and real estate markets and clients fears - everything top of mind for the money-obsessed! They also discuss how to make important decisions with a level head when there is uncertainty. Jeff provides book and podcast recommendations as a bonus including The Psychology of Money by Morgan Housel.  Jeff is a registered CFP® (Certified Financial Planner) with more than 15 years of experience in the financial services industry which includes working in estate management, trust administration, retirement planning, and portfolio modeling for high-net-worth individuals and families.    

Disclaimer: Past performance is not indicative of future results.  The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy.  The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation.  Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.

 

Investing involves the risk of loss.  This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions.  Jeff McDowell is affiliated with Osaic Wealth, and may maintain positions in the securities discussed in this show.  All opinions expressed by Jeff are solely his own and do not reflect the opinion of Osaic Wealth.

   

Today’s episode is brought to you by Bill Payne NMLS ID#: 283298 with First Home Mortgage

 

Find Out More:

https://www.billpaynemortgagebanker.com

 

Links: 

The Psychology of Money

Same as Ever

Modern Wisdom Podcast with Morgan Housel