In this In The Final Analysis minisode, financial advisor Joe Frederick finishes out our series of investing knowledge for generations. He discusses how Baby Boomers (born ~1945-1965) are doing in retirement right now, and how this elder generation can prepare their finances for their beneficiaries to inherit smoothly. 

Check out our vodcast and written transcript of this episode available: https://www.wisdomchoice.net/in-the-final-analysis-minisode-6

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In this episode of In The Final Analysis, financial advisor Jim Yockey discusses the psychological starting-points people have when they're approaching financial decisions. He delves into how having an Approach versus Avoidant mindset can factor into your tolerance for risk, as well as why it's so important to investigate your own personality when determining what type of investor you want to be.

Check out our vodcast and written transcript of this episode available: https://www.wisdomchoice.net/in-the-final-analysis-episode-14

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In this In The Final Analysis minisode, financial advisor Joe Frederick continues our series of investing knowledge for generations. He discusses what the retirement landscape looks like for Gen X (born ~1965-1980) right now, and how this middle-aged generation can prepare their finances for retirement life. 

A vodcast version as well as written transcript of this episode is available on our website: https://www.wisdomchoice.net/in-the-final-analysis-minisode-5

In this episode of In The Final Analysis, financial advisor Jim Yockey explains the relationship between trust and financial decision-making. He delves into the client and financial advisor relationship, the differences that economists and psychologists bring to the art of behavioral finance, and how to process through the emotions around decision-making when it comes to life, money, and when trust is broken.

Download your free copy of our accompanying "Making Unemotional Financial Decisions" guide on our website, where there is also a vodcast and written transcript of this episode available: https://www.wisdomchoice.net/in-the-final-analysis-episode-13

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In this In The Final Analysis minisode, financial advisor Joe Frederick continues our series of investing knowledge for generations. He discusses what retirement is shaping up to look like for Millennials (born ~1981-1996) and some action items to get their investing journey started. *This includes a free guide available for download on our website!

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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated.

In this episode of In The Final Analysis, financial advisor Jim Yockey explains some of the more common cognitive biases people can bring to their financial decision-making that could cause them to miss out on constructive opportunities. This includes the loss aversion and recency biases, the sunk cost fallacy, and the general money emotion of regret.

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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated.

In this In The Final Analysis minisode, financial advisor Joe Frederick kicks off our series of investing knowledge for generations. He discusses the importance of Gen Z (born ~1996-2010) getting their investing journey started as young adults, and how social media is impacting their financial literacy. This includes recommended resources for financial education and assessing risk-tolerance.

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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated.

In this episode of In The Final Analysis, financial advisor Jim Yockey delves into the mindsets and behavioral finance strategies that can help or hinder dealing with headline uncertainty. This is when feelings of anxiety or even panic can arise from the constant stream of market, national, and global news headlines that may even be designed to trigger such emotions and instigate unhelpful reactions. 

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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated.

In this In The Final Analysis minisode, financial advisor Joe Frederick explains what exactly a "Financial Advisor" does and how they can help clients. He also shares his journey getting started at Wisdom Financial Management, and what sets Wisdom apart as a financial management firm.

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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated.

In this episode of In The Final Analysis, financial advisor Jim Yockey discusses how he analyzes the risks and challenges throughout life that could threaten your financial plan. This includes planning for economic volatility, long-term uncertainty, and financial emergencies. He also delves deep into the decision-making strategies and reactions that could help or hinder your financial future.

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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated.