Hi, Everyone. Welcome to the Wiser Financial Advisor with Josh Nelson, where we get real, we get honest, and we get clear about the financial world and your money.  

  Recently I had the opportunity to sit down with Carolyn Czaflick, portfolio specialist at Morningstar Investment Management. Carolyn is responsible for communicating the firm’s investment philosophy process and strategies, and she participates in the portfolio management meetings, serving as liaison between the portfolio managers and the firm’s clients. 

She brings 25 years of industry experience to our talk about the economy, the markets, all the craziness and volatility that's out there, what it takes to be a solid investor and get through tough times as well as good times. This is about strategy, not market timing, and really getting back to basics as far as what's important when it comes to being an investor. I think you're going to find this highly valuable.

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Podcast Editing: Tim Leaman/[email protected]