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Ryan and Andrew discuss that there are no shortcuts in life. Whether it is advancing in your career, sports, or investing. Some people get lucky but the long plan works well!
Ryan and Andrew discuss Horizon Adviser's process. When someone is interested in working with our group, we use a consistent process. Listen in to understand these steps in more detail.
Ryan and Alex have a conversation about recent market volatility. They talk about what to do. How timing the market is difficult. They also go through some history of the markets. They discussed recessionary periods going all the way back to the Great depression how the markets reacted during and after these tough times. Bottom line is to have a long-term plan and don’t deviate from it.
Alex & Ryan discuss the upcoming tax season and how to prepare. They give insight into the importance of tax planning.
Ryan and Andrew have a conversation about rising interest rates and what you could do to prepare for them. We have seen historically low rates for some time now...and at some point, they will go up. Make sure you are prepared for this by listening about things you can look out for.
Ryan and Alex discuss 2022 and Horizon Advisers. We had a great growth year and we thank all of our clients. We have implemented new processes and technologies we feel will increase the overall client experience. Listen in to hear more details about the year!
Ryan, Alex, and Andrew have a discussion about goal setting. We are now in February and it's not too late to set up goals for the year. They don't have to be lofty goals, and they can be short or long-term. This will give you something to aim at throughout the year. It also helps you hold yourself accountable to complete the things you want to.
Chris Markey is an old friend of Alex's and a great mentor! Chris retired from his job as Vice President of Allstate Independent agencies. Chris dives into how he started with Allstate and how his career excelled. He gives great insight on leadership and key factors that contributed to his 40-year long career with Allstate.
Ryan, Alex, and Andrew discuss business planning for business owners. Whether you are thinking of starting a business or are trying to grow an existing one, get insight on things to think about. How to plan for growth in a business. What to do to protect yourself. When to hire employees. How to keep business financials organized.
Ryan, Alex, and Andrew have a discussion about streamlining your finances. Listen in to find out how to organize and make your financial life simple. There are many steps that can be taken to automate your financial life.
From the publisher's feed
As financial planners and business owners, we will discuss many topics. Our goal is to educate listeners on specific financial topics as well as conducting interviews of other business…