The Whole Wealth Journey

Episode 63: What If You Were Immortal? Would Your Risk Tolerance Change?


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Matthew and Jim take a little different journey in this episode as they do get a bit technical, tutorial even. The discussion wraps around your understanding and tolerance of risk and the exposure you may unknowingly have hidden in various funds. You'll get a discussion and better understanding of how bonds work and how in this current environment of rising interest rates, bonds may not be the "safe" bet and may actually be creating a much greater exposure to risk. Would you change your acceptance of risk if you didn't have anything to worry about? Join the conversation and learn more. To learn more about Financial Sobriety, visit www.yourfinancialsobriety.com

Learn more about The Whole Wealth Journey and get periodic updates or helpful content by getting on our email list HERE. Entrepreneurs, exit strategies and personal financial planning before the sale are topics you can count on every episode. You can follow us on Instagram @thewholewealthjourney.

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The Whole Wealth JourneyBy Gebhardt Group, Inc.

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